Bottom of funnel

Advisor assessment

Recommended setup: a multi-step Typeform or Jotform that captures AUM band, client segment, immediacy, and how your firm handles referrals—then routes qualified advisors to Calendly (or your scheduling link). The embed below activates when you paste your form’s iframe URL into data-assessment-embed-url on this page’s wrapper or set window.PBR_ASSESSMENT_EMBED_URL before main.js loads.

Until the embed is wired, advisors can contact us to book a call, or expand the on-site preview for a lightweight demo of the qualification logic.

Embed not configured. Add your multi-step form URL to the data-assessment-embed-url attribute on .assessment-embed-shell in advisor-assessment/index.html, or define window.PBR_ASSESSMENT_EMBED_URL in a script tag above main.js.

Contact to schedule

On-site preview (demo — same questions, no CRM handoff)
Step 1 of 5

Who do you primarily serve?

Step 2 of 5

Typical client household scale (AUM / balance-sheet context)

Step 3 of 5

How familiar is your team with investment migration today?

Step 4 of 5

Where do you need the most support? (select all that apply)

Step 5 of 5

Contact for your results

Submit a firm-domain email; we return a structured memo with article links, comparison tools, and next steps for broker introduction if your conflicts policy permits. In production, this step should mirror your Typeform/Jotform before the calendar handoff.