Welcome to AdvisorPR

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AdvisorPR Forms

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(866) 888-5330 Fax

AdvisorPR - Las Vegas

2505 Anthem Village Drive
Suite E-455
Henderson, NV 89052

ENROLLMENT QUESTIONNAIRE

Thank you for choosing AdvisorPR as your marketing communications firm of choice. We look forward to working with you. In order to begin your project, please fill out the online form below. A representative of AdvisorPR will contact you once it is received.

Note: This form is intended only for financial professionals who have spoken to an AdvisorPR representative and are moving forward with their marketing communications campaign. To learn more, contact AdvisorPR at 866-888-5333.

My Contact Info : (* Denotes required fields)

First Name *
Last Name *
Company
Preferred Title

Address Line 1
Address Line 2
City	State Zip

Office Phone *
Cell Phone
Fax
Email *
Website

Date of Birth

CREDENTIALS

What designations do you currently hold?

Did you attend college? If so,
where did you attend and what did you major in?

Are you securities licensed?
Yes   No

Do you have a broker dealer?
Yes   No

Will you need broker dealer approval prior to a
news release being distributed?
Yes   No

Number of years you have been practicing in
the financial services industry.

If your firm has multiple locations, please list:

Cities and towns you currently serve:

Counties you currently serve:

Company slogan (if applicable):

Please give a brief description as to why you
are in the financial services industry.

Please give a brief description of your professional
experience, prior to your current position?

List community memberships, organizations,
activities that you are involved in.

List industry memberships, organization,
activities that you are involved in.

Have you received any professional awards? If so, please explain.

Do you have any notable professional accomplishments?
If so, please explain.

MEDIA EXPERIENCE

What is your experience with local TV,
radio and/or print interviews?

Have you worked with industry media?
If so, which publications?
Are you interested in becoming an industry resource?

Do you have any “favorite” media outlets
that you’d like us to know about?

CURRENT PR AND MARKETING EFFORTS

What are the current marketing vehicles you
use to attract new business? (I.e. Seminars,
brochures, website, TV advertising, etc.)

PR AND MARKETING AND PRACTICE GOALS

Tell us where you would like to see your
practice in 2-5 years?

What are your current public relations and
marketing objectives?

ADDITIONAL INFORMATION

Would you like to list any family, personal or
hometown information? If so, please do so now.
Don’t forget to include community involvement.

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