Home
About
Benefits
Key Qualities
Contact Us
Blog
Brokercheck
|
Home
About
Benefits
Key Qualities
Contact Us
Blog
Brokercheck
|
Contact
Us
Contact
Form
http://advisor.valtainc.co/wp-content/plugins/nex-forms-express-wp-form-builder
message
1
Thank you for connecting with us. We will respond to you shortly.
http://advisor.valtainc.co/wp-admin/admin-ajax.php
default
default
default
default
default
default
default
default
default
Name
Email
Phone
How would you like to be contacted?
Email
Phone
1. What is the one thing you read about our program that most impacted or resonated with you?
2. Why did you become an advisor?
3. How many years have you been in the financial services business?
--- Select ---
Under 5 Years
5-10 Years
11-20 Years
Over 20 Years
4. How many hours do you work per week?
--- Select ---
Under 30 Hours
30-40 Hours
40-60 Hours
Over 60 Hours
5. How many vacation days did you have last year?
--- Select ---
What are vacation days?
Under 7 days
7-14 Days
14-21 Days
Over 21 Days
6. Are your personal goals clear to you?
Yes
No
7. Do you have a clear picture of how you want your business to serve your life?
Yes
No
8. Do you feel that your business is currently structured in a way that enables you to lead a balanced life?
Yes
No
9. What are your current AUM?
--- Select ---
Under $25M
$25M - $50M
$50M - $100M
Greater than $100M
10. What do you want your AUM to be three years from now?
Submit Form
Our
Location
Contact
Details
(704) 357-0088
(877) 432-6080
(704) 357-1211
vasinfo@valtainc.co
2810 Coliseum Centre Drive
Suite 110
Charlotte, NC 28217
Let us Help you Build a Better Financial Advisory Business