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Please follow the instructions below when filling out this form to see if we can match you to a qualified financial advisor with Austin Asset:
Before calling the qualified lead, please copy their INQUIRY FORM information in the first section.
Then call the qualified lead and collect all required information in the second section.
When finished with call, please answer the internal information in the last section and hit SUBMIT.
How did you hear about us?
Referral - Austin Asset Client
Referral - Professional
Referral - Association or professional organization, i.e. NAPFA
Primary reason for contact:
Sale of business
Stock compensation or liquidity event
Wealth distribution or transfer
Looking to consolidate management of financial services
Looking for new long-term wealth advisor
If 'Other', please specify:
What is your total net worth (include house, business, investments, etc.)?
Under $1 million
$1 million - $5 million
$5 million - $10 million
$10 million - $20 million
Over $20 million
What is the aggregate value of your portfolio and retirement accounts (i.e. 401K, IRAs, brokerage, etc.)?
30 - 39
40 - 49
50 - 59
60 - 69
Please tell us about your profession and (if applicable) your spouse's profession?
Additional Information (from Inquiry form):
Expand on primary reason for contacting AA:
Confirm profession (spouse too if applicable):
Family dynamic (marital status, children, dependents, etc.):
Decision makers/third parties involved:
Less than 30 days
Less than 90 days
More than six months
Current money manager:
Engagement meeting availability:
Best way to reach/time of day
In your opinion, is this prospect qualified for an engagement meeting?
Suggested AA team:
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