Financial Planning Consultation Contest

Win a Free Professional Financial Planning Consultation

Taking control of your financial future starts with expert guidance. Our Financial Planning Consultation Contest gives you the chance to win a complimentary session with a certified financial planner who can help you navigate retirement planning, investment strategies, and estate planning decisions.

Whether you're just starting your career, approaching retirement, or somewhere in between, this contest is designed to connect you with the financial expertise you need to achieve your goals.

What You'll Win

The lucky winner will receive a comprehensive financial planning consultation valued at $500+, including:

• Retirement readiness assessment – Evaluate your current savings strategy and set actionable retirement goals
• Investment portfolio review – Get personalized recommendations based on your risk tolerance and time horizon
• Estate planning guidance – Understand the basics of wills, trusts, and legacy planning
• Tax optimization strategies – Discover opportunities to minimize tax liability and maximize savings
• Actionable next steps – Leave with a clear roadmap for your financial future

Who Should Enter

This contest is perfect for:

• Early-career professionals building their first investment portfolio
• Mid-career individuals balancing family expenses with retirement savings
• Pre-retirees fine-tuning their strategy before leaving the workforce
• Business owners and entrepreneurs seeking sophisticated wealth management
• Anyone who wants expert financial guidance but isn't sure where to start

How Paperform Powers This Contest

Financial advisors, wealth management firms, and financial services companies trust Paperform to run professional, compliant lead generation campaigns that convert. This template showcases how Paperform helps financial professionals:

Smart Conditional Logic
Questions adapt based on life stage, investment experience, and financial goals, creating a personalized experience that feels like a conversation, not a questionnaire.

Brand-First Design
Customize fonts, colors, and imagery to match your firm's professional identity. Embed the form seamlessly on your website or share it as a standalone landing page.

Secure Data Collection
SOC 2 Type II compliance means client information is protected with enterprise-grade security—critical for financial services firms handling sensitive data.

Automated Follow-Up
Use conditional email notifications to send different messages based on how participants answer—targeting retirement-focused content to pre-retirees and investment education to younger participants.

Stepper Integration for Lead Nurturing
Connect this contest form to Stepper to automatically enroll entrants in targeted email sequences, update your CRM with qualification scores, and trigger follow-up tasks for your advisory team.

Streamline Your Financial Marketing Workflow

Financial advisors wear many hats—investment manager, tax strategist, client relationship manager, and marketer. Paperform helps you focus on what you do best (managing wealth) while automating the marketing and lead qualification process.

From Contest Entry to Client Onboarding
After the contest, use Paperform's client intake forms to seamlessly onboard your winner. Capture risk tolerance, financial goals, and documentation all in one place, then use Papersign to collect eSignatures on advisory agreements and compliance documents.

Payment-Enabled Forms
If you offer tiered consultation packages, add Stripe or PayPal payment fields to let prospects book and pay for consultations directly through your form—no third-party booking tools required.

Reporting and Analytics
Use AI Insights to analyze responses and identify trends: Are most entrants concerned about retirement? Is there strong interest in estate planning among a specific age group? These insights help you refine your service offerings and marketing messages.

Perfect for Financial Services Professionals

This template is ideal for:

• Independent financial advisors running lead generation campaigns
• Wealth management firms attracting high-net-worth prospects
• Retirement planning specialists engaging pre-retirees
• Insurance and estate planning agencies educating potential clients
• Financial coaching services building their client base
• Robo-advisor platforms qualifying leads for human advisory services

Compliance-Friendly and Professional

Financial services marketing requires attention to detail and regulatory compliance. Paperform's flexible editor lets you add disclaimers, privacy policies, and compliance language exactly where you need it. Every submission is securely stored and can be exported for recordkeeping or integrated directly into your compliance management system.

Get Started in Minutes

With over 30,000 templates and an intuitive doc-style editor, Paperform makes it easy for financial professionals to create high-converting marketing forms without technical expertise. Customize this template to match your brand, connect it to your existing tools via integrations, and start attracting qualified leads who are genuinely interested in your services.

Whether you're a solo advisor building your practice or a wealth management firm scaling your marketing efforts, this Financial Planning Consultation Contest template helps you attract, qualify, and convert prospects while maintaining the professional image your clients expect.

Ready to grow your practice? Start with this template, adapt it to your unique value proposition, and watch your qualified lead pipeline grow.