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Two Summit Park Drive, Suite 350 • Independence, OH 44131

Phone (216) 642-9211


Have a client in mind.....

Advisor Questionnaire PDFDiscovery Questionnaire

We don’t believe in competition, we believe in collaboration. Our strong belief in collaboration is a key ingredient to an advisor’s success. It’s with collaboration that opens up new markets and opportunities not only for advisor but for everyone involved. The advisor wins and more importantly the client wins.

To fully collaborate with ACA we have a couple short questionnaires that will allow us to get to know an advisor and prospect better. Listed above are these questionnaires. The first is the Advisor Questionnaire that will let us get to know the “Advisor” a little better.  The second is the Discovery Questionnaire which gives us a “Bird’s Eye View” of a prospect’s current financial situation. These questionnaires help us immensely understand a financial situation of an advisor and prospect.