Wealth Management Client Fit Quiz

Discover if We're the Right Fit for Your Wealth Management Needs

Finding the right wealth management partner is a critical decision that can shape your financial future. This Wealth Management Client Fit Quiz helps both you and our team determine whether our services align with your investment goals, asset level, and expectations—saving everyone time and setting the stage for a productive advisory relationship.

Why Use This Template?

Financial advisors, wealth management firms, and investment advisory practices receive inquiries from prospects with varying needs and asset levels. Not every potential client is the right fit for every firm's service model, minimum requirements, or expertise. This quiz template helps you:

• Pre-qualify leads based on investable assets and financial complexity
• Understand prospect priorities around goals, timeline, and service preferences
• Score responses automatically to route high-fit leads to advisors immediately
• Create a professional first impression that reflects your brand and expertise
• Reduce wasted consultation time by filtering out mismatched prospects early

Who Is This For?

This template is designed for:

• Independent Financial Advisors looking to scale their practice with better lead qualification
• RIAs (Registered Investment Advisors) who need to assess fit before booking discovery calls
• Wealth Management Firms with specific client minimums or service tiers
• Investment Advisory Practices targeting high-net-worth or ultra-high-net-worth clients
• Private Banks and boutique wealth managers seeking to streamline their intake process

How Paperform Makes This Work

With Paperform, you can build a wealth management quiz that feels polished, on-brand, and intelligent:

• Conditional logic shows follow-up questions based on asset ranges or current advisor status
• Calculation fields can score responses behind the scenes to rank lead quality
• Custom success pages deliver different next steps for qualified vs. exploratory prospects
• Calendar integrations let high-fit leads book directly with advisors after completing the quiz
• CRM sync via Stepper (stepper.io) pushes qualified leads straight into your Salesforce, HubSpot, or Pipedrive workflow with scoring data attached

You can embed this quiz on your website, run it as a landing page for digital ads, or link to it from email campaigns—all while maintaining a seamless, trustworthy experience that reflects the caliber of your firm.

What Happens After Submission?

Once a prospect completes the quiz, you can:

• Route qualified leads to your scheduling tool or trigger a personalized email with next steps
• Send lower-fit prospects to educational content or alternative resources
• Use AI Insights in Paperform to identify trends across responses and refine your ideal client profile
• Automate follow-up sequences in Stepper based on quiz scores and answers

This template isn't just a form—it's the front door to a smarter, more efficient wealth management client acquisition process. Get started with Paperform today and turn curiosity into qualified conversations.