Application for the Elite Advisors Collective Advisor (Successor/Next Generation) Name Email PhoneAddress City State / Province / Region How many years have you been an advisor? Do operate under a DBA? Yes No What is the DBA? Who is your broker dealer? (if applicable) What is your average gross revenue over the past three years? Have you been part of a mastermind group or study group before?Select an OptionYesNoDescribe your growth ambitions for the next three to five years.What challenges are you currently facing in your business?Describe your target market segments.(Wealth, occupation, age, values, personality, etc.)Have you ever faced a disciplinary action by any financial regulatory body? Yes No Please provide details.What do you hope to achieve by joining the Elite Advisors Collective?NameThis field is for validation purposes and should be left unchanged.
