Get To Know Brio
Interested in Financial Planning and Financial Independence? Schedule a Zoom chat so we can get to know each better.
First Name
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Last Name
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Mobile Phone
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Email
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What pronouns do you go by?
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Will anyone join you for this meeting (spouse, partner, etc)? Please add their name and email address here.
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How did you hear about Brio? If referred by a Brio client or friend, please let us know who we can send our thanks.
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In your eyes what does a meaningful partnership with a Financial Advisor look like?
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Do you have any pets? Tell us about them!
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Let's meet on Zoom. If you'd like to meet with us in person at 19 Sutter Street in SF, please call the office upon booking and we'll change the location! Otherwise, this meeting will be held on Zoom and you'll receive the email with the Zoom link in about an hour.
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