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Contact Information
First name:
Last name:
Phone:
Email:
Address:
City:
State:
Zip:
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Let’s Get to Know You Professionally
What industry are you currently working in and what is your title/role?
List the industries you have worked in throughout your career?
What specific roles or positions have you held in these industries?
What special qualifications, certifications, or degrees have you obtained?
Are there any particular skills or areas of expertise that you excel in?
What significant achievements or milestones have you reached in your professional career?
What specific business interests or sectors are you passionate about or keen to exploring?
List any professional groups or affiliations you are apart of:
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Let’s Get to Know You Personally
What activities do you enjoy?
What hobbies do you pursue?
What artistic and creative interests do you have?
What causes are you passionate about?
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Let's Get Some Investment Details
What are your annual earnings?
$100-250k
$250-500k
$500k+
What is your net worth?
$250-500k
$500-750k
$1M+
What Type of Opportunities do you prefer?
Income generating
Lump-Sum/Windfall return
Buy and Hold
What investment involvement do you prefer?
Hands-on
Advisory/Consultive
Passive
Leverage
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SUBMIT
