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Advisor Name:*
Current RIA/Broker-Dealer*
TruChoice Recruiter Name*
AUM (Advisory Assets Only)*
FIA Annual Volume*
RILA Annual Volume*
GDC*
Licensure (Check All That Apply)*
Other (Please specify)
Does this Advisor currently outsource their asset management to third-parties?*
Additional Notes: Any hot buttons or pain points to focus on? Why might they consider a change?
