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title: Advisor Personal Information Update Form
---

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Team Information Form

![Advisor Record Business Card](https://7515101.hs-sites.com/hubfs/OWM-blue%20(3).svg)

# Cannot submit again, this form was already submitted once.

## Branding Information Intake Form

### Advisor Information

First Name First name cannot contain numbers

Last Name Last name cannot contain numbers

Job Title Job Title is required

Personal Email Email address is invalid

Middle Name Middle name cannot contain numbers

Mobile Phone Number Mobile phone number must be in the format 519-666-7777 or 519-666-7777 ext. 4444

### Office Information

Address Office Address is required

City City is required

Postal Code Postal Code must be in the format A1B 2C3

Province Select a Province AB BC MB NB NL NS NT NU NW ON PE QC SK US YT Province is required

Office Fax Number Office fax number must be in the format 519-666-7777 or 519-666-7777 ext. 4444

Office Phone Number Office phone number must be in the format 519-666-7777 or 519-666-7777 ext. 4444

### Digital & Headshot

Do you have any social media channels (LinkedIn, etc.)? Social Media is required

Upload Your Headshot Headshot is required Upload your headshot (JPG, PNG; max 5 MB).

### Professional Background

How many years have you worked in the financial services industry? Please specify how many years you've worked in the industry.

What are your key areas of expertise? Please list your areas of expertise.

Do you have any acronyms/designations you would like displayed? Please provide any acronyms or designations you'd like to display.

Are there any key achievements in your career or personal life that you would like to highlight? Please share any key achievements you'd like to highlight.

### Personal Profile

What hobbies or activities do you enjoy outside of work? Please share some hobbies or activities you enjoy outside of work.

Do you have a short personal philosophy or statement you would like to share with clients? Please share your personal philosophy or statement.

What is your name and your role at Optimize? Please provide your name and role at Optimize.

What inspired you to enter the financial industry? Please share what inspired you to enter the financial industry.

What sets you apart from others in the industry? Please explain what sets you apart from others in the industry.

### Client Engagement Approach

Please explain your approach to creating a personalized financial plan for your clients and how you help them achieve their goals. Please explain your approach to creating a financial plan.

How do the personal values and philosophies you bring to work make a difference in your clients’ lives? Please describe how your personal values make a difference to your clients.

Please share a success story of how you’ve helped a client achieve their financial goals. Please share a success story of helping a client.

What approach do you take to educate and keep your clients informed about financial concepts and strategies? Please explain your approach to educating clients.

### Products & Technology Impact

How has Optimize’s investment program added value to your clients? Please explain how Optimize’s investment program has added value.

How has the technology at Optimize helped you elevate your client experience? Please describe how Optimize’s technology has enhanced your client experience.

How has Optimize’s technology put more time back into your day? Please explain how Optimize’s technology has saved you time.

How have Optimize’s Multi-Family Office services (tax, will & estate planning, financial planning, etc.) added value to your clients? Please explain how Optimize’s Multi-Family Office services have benefited your clients.

### Brand & Culture Insights

What three things attracted you to Optimize? Please share the three things that attracted you to Optimize.

Describe your experience with the Transition Program at Optimize. Please describe your experience with the Transition Program.

What is one thing that stands out about the culture at Optimize? Please share what stands out to you about the culture at Optimize.

What impact do you hope to make in your community? Please explain the impact you hope to make in your community.

What final message would you like to share with viewers about your services? Please share your final message about your services.

### Reflection & Advice

What has been the most rewarding part of helping clients achieve their financial goals over the years? Please share the most rewarding part of helping clients achieve their goals.

Looking back, what has been the biggest challenge in your career, and how did you overcome it? Please share the biggest challenge you’ve faced in your career.

What advice would you give to someone starting out in the financial advisory field today? Please provide advice for someone starting out in the field.

### Advisor Biography

Please provide a bio about yourself to be included on your webpage. Bio is required 

Please fix all errors. Please fix all errors.

Submit