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
Email address *
What is your full name? *
Your answer
What is the name of your firm? *
Your answer
How many years in financial services industry? *
Please list any designations you hold (CFP, CLU,CFA, etc -- or "None") *
Required
What state do you primary work out of? *
Your answer
What states are you registered in? (please list all) *
Your answer
Has any federal or state regulatory body ever suspended, denied, or revoked your license? *
What is your compensation structure? *
Are you currently registered with a broker/dealer? *
Approximately how many clients do you have? *
Average client net worth: *
Is there any additional information about your practice you would like us to know (i.e. your unique value proposition)? (Optional)
Your answer
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