Location Page Questionnaire

1. What is the main city you serve?*
2. What suburbs/other cities do you serve? Please be specific and thorough in your list.*
3. What services do you specialize in?*
4. Give us your elevator pitch. In other words, what do you consider to be your unique value prop?*
5. Does your office have a slogan or tag that you use when talking to clients? (e.g., Making the complex simple)*
6. Has your team produced any unique content that you would want to promote on your location page? For instance, some advisors have written books or produced interactive pieces such as a Retirement Scorecard.*
7. List your entire team with job title, certifications, recognitions, and contact information for each member (current certifications only, please)
8. List your office’s contact information:*
Street Address Address Line 2 City State ZIP Code
Email*
Phone*
Submitter's Name*
First Last
Submitter's Email*
Phone
This field is for validation purposes and should be left unchanged.