1. Introduce Yourself.

2. What inspired you to enter the financial industry?

3. What sets your practice apart from others in the industry?

4. Please describe how you support the financial planning process and help ensure clients receive personalized service that aligns with their specific goals.

5. What are and how do the personal values and philosophies that you bring to work every day make a difference in your clients lives?

6. Please share a success story of how you've helped a client achieve their specific financial goals.

7. What impact do you hope to make in your community?

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

9. What three key things attracted you to Optimize?

10. Please describe how Optimize's investment program has added value to the clients you support.

11. How has Optimize's technology improved your client experience?

12. How has Optimize's technology improved systems and put more time back into your day?

13. What stands out about the culture at Optimize?

14. Describe your experience with the Transition Program at Optimize.

15. Can you describe the support you receive from Optimize's head office and how it helps you in your role?

16. How do Optimize's service standards help you deliver exceptional support to clients and your team?

1. What has been the most rewarding part of helping clients achieve their goals?

2. What has been the biggest challenge in your career, and how did you overcome it?

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