Let's Make Some Magic!

We're so glad you're interested in exploring a relationship with our firm!

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Let's start with your email address:(Required)

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What is your first and last name?(Required)

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What should we call you?(Required)

You're the boss. If you want us to call you Reptar, we will.

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What are your pronouns?(Required)

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And your phone number?(Required)

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What's your ZIP code?(Required)

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What is your birthday?(Required)

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Are you the sole decision maker on this account?(Required)

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Please list all decision makers on the account other than you

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Email

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Decisionmakers

Name

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Have you worked with an investment advisor before?

Yes

No

I'm not sure

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How familiar are you with our Investment philosophy?

Not particularly

I get the basics

I understand it

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We send our clients a monthly e-mail newsletter. Can we share it with you?

Yes

No, thank you.

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How did you hear about us?

Referral

Saw Sloane in the media

PETA

Youtube

Instagram

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Who referred you to us?

We're mostly asking so we can make sure to thank them :)

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Why does now feel like the right time to reach out?

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Would you like help with any of the following?

Calibrating the appropriate level of risk for your portfolio

Transferring old accounts to Invest Vegan

Referrals to other professionals (Financial planners, accountants, etc)

Understanding the basics of investing

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When would you like to begin that process?

Right now!

I want to talk to someone first

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Risk Profiler

This pop-up will help evaluate your willingness and ability to take financial risk. Every adult with decision making authority on the account should fill out one of these forms.

How would you describe your level of investment experience?	If you suddenly needed $1,000, would you be able to access it without selling investments or taking on debt?	When do you expect to withdraw and use these funds?	What does success in investing look like to you? Please check all that apply	Actions

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Account Transfer

This pop-up will help you start the process of moving any old/other accounts over to invest vegan.

Where is the account currently held?	What information do you have handy?	What's the account's approximate value?	Actions

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Referrals

This pop-up will help you securely share information relevant to any referral requests you may have (accountants, financial planners, etc).

What are you looking for help with?	Can you provide any additional details?	Actions

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