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Bio Intake
Biography Questionnaire
Personal Information
Please put N/A for all that do not apply.
Name
(Required)
First
Last
What is the name of your firm or advisor?
(Required)
What is your current job title or role at the company?
What is your personal office phone number?
What is your personal company email address?
What are your personal professional social media links?
(Required)
Do you have a scheduling calendar link?
(ex. Calendly, etc.)
If you are an advisor, list your advisor designations.
(CFP, AAMS, etc.)
Where were you born and raised?
(Required)
Are you married or partnered?
(Required)
Do you have children?
(Required)
What are your family's favorite activities to do together?
(Required)
What are your hobbies or interests outside of work?
(Required)
What is your personal mission statement or philosophy?
(Required)
Do you have any memorable stories related to your career or personal life that you’d like to share?
(Required)
Professional Information
What school did you graduate from?
(Required)
What degree or certifications did you achieve?
(Required)
What do you enjoy most about your work?
(Required)
What are some professional achievements or recognitions have you received?
(Required)
What is one thing you would like your clients to know about you?
(Required)
Would you like to add any other information to help us to craft your biography?
(Required)
Contact Us
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Name
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First
Last
Email
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Phone
Message
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