VOS Discovery Questionnaire
Firm Rep/Owner:
Your answer
Name of Firm:
Your answer
Phone:
Your answer
Email:
Your answer
Website:
Your answer
How did you hear about us?
Your answer
Have you ever used a VA before?
If so, was that a positive experience or negative?
Your answer
What is the primary motivation for seeking a VA?
Your answer
What would you most like to outsource? Check all that apply:
Fee Only?
Broker/Dealer?
Registered Investment advisor?
Custodian:
Your answer
Do you currently have any in house administrative help?
What software programs are you currently using?
Your answer
Financial Planning software:
Your answer
CRM:
Your answer
Document Management/Storage:
Your answer
Portfolio Management:
Your answer
Risk Tolerance Tool:
Your answer
Other Software:
Your answer
Additional Comments or anything else you would like us to know:
Your answer
Submit
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service