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Qualified
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.
First Name
*
Last Name
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Phone
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Email
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How did you hear about us?
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Referral - Austin Asset Client
Referral - Professional
Referral - Association or professional organization, i.e. NAPFA
Website search
Other
Primary reason for contact:
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Sale of business
Evaluating retirement
Recent inheritance
Stock compensation or liquidity event
Wealth distribution or transfer
Looking to consolidate management of financial services
Looking for new long-term wealth advisor
Other
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.)?
*
Age
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Under 30
30 - 39
40 - 49
50 - 59
60 - 69
Over 70
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:
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Confirm profession (spouse too if applicable):
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Family dynamic (marital status, children, dependents, etc.):
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Decision makers/third parties involved:
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Decision timeframe
Less than 30 days
Less than 90 days
Six months
More than six months
Current money manager:
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Engagement meeting availability:
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Best way to reach/time of day
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Additional information:
In your opinion, is this prospect qualified for an engagement meeting?
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Please explain:
*
Suggested AA team:
Additional Comments
Completed by
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