Zoe Network Inquiry
Please complete this form ahead of an introductory call in order to see if Zoe is a good fit for your practice
What is your full name?
What is the name of your firm?
How many years in financial services industry?
Please list any designations you hold (CFP, CLU,CFA, etc -- or "None")
What state do you primary work out of?
What states are you registered in? (please list all)
Has any federal or state regulatory body ever suspended, denied, or revoked your license?
What is your compensation structure?
Fee and commission (fee based)
Are you currently registered with a broker/dealer?
Approximately how many clients do you have?
Average client net worth:
$100,000 or less
$100,001 - $250,000
$250,000 - $500,000
$500,001 - $1,000,000
$1,000,001 - $5,000,000
$5,000,001 or more
Is there any additional information about your practice you would like us to know (i.e. your unique value proposition)? (Optional)
Send me a copy of my responses.
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