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MTMAlign Partner Qualification
How many years have you been practicing/in business?
1 to 3
4 to 6
7 to 9
10 to 12
13 to 15
More than 15
How many current clients/relationships do you have with more than $30M of net worth?
1 to 2
3 to 4
5 to 6
7 to 8
9 to 10
More than 10
How important is engaging the Rising Generation in your practice?
1
2
3
4
5
6
How many hours per month will you allocate towards "preparing heirs"?
1
2
3
4
5
6
How comfortable are you in using technology with your clients?
1
2
3
4
5
6
First Name
Last Name
Email
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