Wealth Management Discovery Meeting Form

Streamline Your Wealth Management Client Discovery Process

Finding the right wealth management clients starts with understanding their complete financial picture. This Wealth Management Discovery Meeting Form helps financial advisors, wealth managers, and financial planning firms qualify prospects and gather essential information before the first consultation—saving time, demonstrating professionalism, and personalizing every client conversation from day one.

Built for Financial Advisory Teams

Whether you're running PPC campaigns, placing ads on financial publications, or creating dedicated landing pages for retirement planning services, this form template transforms curious prospects into qualified leads. Instead of showing up to discovery meetings with surface-level information, you'll arrive prepared with insights into their asset inventory, retirement timeline, risk tolerance, and estate planning considerations.

The form works beautifully as a standalone landing page with your brand colors and fonts, or embeds seamlessly into your existing website. Conditional logic ensures prospects only see questions relevant to their situation—keeping the experience streamlined while you capture comprehensive data.

Automate Your Client Onboarding Workflow

Paperform's native integrations mean every submission can flow directly into your CRM (HubSpot, Pipedrive, Salesforce), trigger calendar invitations, or populate your financial planning software. Use Stepper (stepper.io) to build sophisticated follow-up workflows: automatically send personalized welcome packets, assign leads to the right advisor based on asset level, schedule discovery calls, and keep your team in sync across every tool.

Need to get documents signed before your meeting? Connect Papersign (papersign.com) to turn form submissions into advisory agreements, privacy disclosures, or engagement letters that prospects can review and sign electronically—all linked back to the original discovery form for a complete client record.

Professional, Compliant, and Conversion-Focused

This template is designed specifically for wealth management firms that need to balance detailed information gathering with high conversion rates. The professional design, clear language, and logical flow build trust while the conditional questions keep the experience feeling conversational, not interrogative.

Paperform is SOC 2 Type II compliant and offers enterprise-grade security features including SSO, data residency controls, and detailed audit logs—giving you and your clients confidence that sensitive financial information is protected. Over 500,000 teams worldwide trust Paperform to handle their most important forms, from lead generation to client onboarding.

Start converting more prospects into ideal clients with a discovery process that demonstrates your attention to detail and commitment to personalized service from the very first interaction.