Client Engagement Questionnaire

Client Engagement
Questionnaire

Name:

Spouse Name:

Email:

Child(ren) Name(s):

Grandchild(ren) Name(s):

Wedding Anniversary Date:

Communication Style Preference (Check all that apply):

Mail

Phone Call

Text Message

Favorites

Beverage/Snack (for office meetings):

Wine/Liquor/Beer:

Restaurant:

Favorite Movies/TV Shows:

Hobbies:

Favorite Charity/Community Organization:

Favorite Sports Teams:

Address

Who do you know that would benefit from how we help our clients?

(We will not reach out until you confirm the best way to make that introduction.)

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Securities offered Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable of Puerto Rico, Inc.). Paradigm Wealth Management. The Capital Group and American Funds are note affiliates of Equitable Advisors or Equitable Network. PPG-7647866.1(02/25)(Exp.02/29)