Top 35 Advisor Questionnaire for New Millionaire

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3 min readApr 8, 2021
  1. What was your background coming into this business? What were your college and major?
  2. Describe your early years in the business.
  3. What do you do best? What are your challenges?
  4. What do you believe has accounted for your success in building a multimillion-dollar practice?
  5. What do you consider the qualities that have led to your success?
  6. How do you consider the qualities that have led to your success?
  7. How do you see yourself as different from other advisors?
  8. Did you have a vision from the beginning as how you were going to grow your business?
  9. How did it evolve? What is your vision now for your business?
  10. How did you start out prospecting? What worked? How has your marketing evolved?
  11. How did you get your biggest clients?
  12. Do you prospect socially? How do you transition from personal to business relationships?
  13. How did you meet your largest clients? How did you turn them from prospects to clients?
  14. Why do you think people do business with you?
  15. What advice would you offer an aspiring million-dollar advisor?
  16. Is there anything you would do differently if you could do it over again?
  17. In the past, have you been involved in nonprofit organizations? Were you able to translate that involvement into business? How?
  18. Do you have a specialization? What do you consider your expertise?
  19. What is your investment philosophy? How do you implement it for your clients? Do you consider yourself a wealth manager (i.e., using a holistic approach) as opposed to an investment generalist?
  20. How many relationship do you work with directly? How many million-dollar relationships do you have? Do you have a minimum size? What is the average asset size/revenue amount of your clients?
  21. How is your team structured? How has it evolved? How does your team support your efforts?
  22. How do you find time for your family? How do you maintain quality of life?
  23. How many hours a week do you work? Has that changed over the years?
  24. How do you structure your time? What is your typical day like?
  25. How do you fit it all in?
  26. What percentage of your time do you spend with clients and prospects?
  27. Are you still actively marketing? What percentage of your time is spent on marketing activities?
  28. Describe your outside interests. How do you tie those interests into business?
  29. Describe your assets. How many assets do you manage? How much business did you do last year? Annualized this year? What is your five-year growth rate? How many new assets do you bring in a year? What is the biggest source on new assets? How long have you been in the business?
  30. Do you have a network of influencers, and how did you develop that network? How many referrals do you get annually?
  31. How would you describe your attitude (mindset) as it relates to the business?
  32. Describe your relationship with your clients. Describe the kind of leadership you provide your clients.
  33. What is your client service philosophy? How do you service your clients? Has your client service attitude evolved?
  34. How much of your own money do you spend on your practice? How is it spent?
  35. What keeps you up at night as it relates to your business? Do you enjoy the business? What gives you the greatest satisfaction?

This Article is taken from The Million Dollar Financial Advisor

Written by Arshad. A



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Arshad Ansari is a Youtuber. Blogger and Copywriter. He like to Read Book and acquire new skills. He is a Free basic Consultant . Insta @mr_arshad_ansari_