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Team Information Form
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
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.)?
Professional Background
How many years have you worked in the financial services industry?
What are your key areas of expertise?
Do you have any acronyms/designations you would like displayed?
Are there any key achievements in your career or personal life that you would like to highlight?
Personal Profile
What hobbies or activities do you enjoy outside of work?
Do you have a short personal philosophy or statement you would like to share with clients?
What is your name and your role at Optimize?
What inspired you to enter the financial industry?
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.
How do the personal values and philosophies you bring to work make a difference in your clients’ lives?
Please share a success story of how you’ve helped a client achieve their financial goals.
What approach do you take to educate and keep your clients informed about financial concepts and strategies?
Products & Technology Impact
How has Optimize’s investment program added value to your clients?
How has the technology at Optimize helped you elevate your client experience?
How has Optimize’s technology put more time back into your day?
How have Optimize’s Multi-Family Office services (tax, will & estate planning, financial planning, etc.) added value to your clients?
Brand & Culture Insights
What three things attracted you to Optimize?
Describe your experience with the Transition Program at Optimize.
What is one thing that stands out about the culture at Optimize?
What impact do you hope to make in your community?
What final message would you like to share with viewers about your services?
Reflection & Advice
What has been the most rewarding part of helping clients achieve their financial goals over the years?
Looking back, what has been the biggest challenge in your career, and how did you overcome it?
What advice would you give to someone starting out in the financial advisory field today?
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