Second opinion intake that flags the sole decision-maker up front
Prospects share whether they already have a plan to review, which areas matter most to them, and whether they're the sole decision-maker — plus portfolio statements — before you ever book a discovery meeting.
The exact intake your second opinion financial review leads complete
This is the real 6-question guided intake for Second Opinion Financial Review — the same flow your customers finish before you ever pick up the phone.
What a qualified second opinion financial review lead should tell you
An independent evaluation of a prospect's current financial plan, portfolio, or advisor relationship to identify gaps, conflicts, or missed opportunities against their stated goals.
- Have Existing Financial Plan
- Main Reason Want Second
- Areas Would Like Included
- Work With Financial Advisor
- Sole Decision-Maker These Financial
- Soon Would Like Complete
The questions your team needs answered
Every second opinion financial review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have an existing financial plan or investment portfolio to review? | Having an existing plan or portfolio to review is one of the two high-value signals, since these prospects are further along and have something concrete to assess. |
| What is the main reason you want a second opinion? | The stated reason for wanting a second opinion — fees, life change, or switching advisors — shapes how you frame the discovery meeting before it happens. |
| Which areas would you like included in the review? | Knowing exactly which areas the prospect wants covered lets you scope the review and bring the right specialists or materials to the meeting. |
| Do you currently work with a financial advisor or planner? | Whether they currently work with an advisor tells you if you're competing against an incumbent relationship or stepping into an open need. |
| Are you the sole decision-maker for these financial matters? | Sole decision-makers are the other high-value signal because they can commit to next steps without requiring a second household conversation. |
| How soon would you like to complete this review? | The desired timeline separates prospects ready to move within weeks from those still just exploring, letting you sequence your follow-up accordingly. |
How Cliont scores second opinion financial review leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Existing Financial Plan: yes
- Sole Decision-Maker These Financial: yes
See the lead your team receives
Second Opinion Financial Review Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for second opinion financial review workflows
| Cliont capability | Second Opinion Financial Review application |
|---|---|
| Weighted lead scoring | Combines whether a prospect has an existing plan or portfolio and whether they're the sole decision-maker into a single priority score for second-opinion reviews. |
| Multi-choice capture | Passes through exactly which areas — investments, retirement, tax, insurance, estate, or business finances — the prospect wants covered so you can prep the meeting agenda in advance. |
| Conditional branching | Uses the current-advisor answer (currently working with one, self-managed, or past advisor) to tailor how the lead is framed before it reaches your CRM. |
| Document upload | Collects existing plan or portfolio statements at intake so the review can begin before the discovery meeting instead of starting from a blank slate. |
Common second opinion financial review lead scenarios
Existing portfolio ready to review
Prospect confirms they have a current plan or portfolio and is the sole decision-maker, matching the intake's high-value signals for prioritized follow-up.
Weighing a switch from current advisor
Main reason selected is 'considering switching advisors' while they confirm they're currently working with one, signaling a competitive win against an incumbent.
Joint household decision pending
Prospect indicates they are not the sole decision-maker, flagging that a spouse or partner will need to be involved before any commitment is possible.
No current plan, just browsing
No existing plan or portfolio, self-managed finances, and 'just exploring options' as the timeline — a combination that scores lower and can be triaged accordingly.
Life event triggers a full review
Main reason is a major life or financial change with multiple areas selected — estate, tax, and retirement — indicating a broader, higher-complexity review.
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Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More comprehensive financial planning intake templates
View all comprehensive financial planning intake templates →
Second Opinion Financial Review lead-intake FAQs
How does the intake tell me which second-opinion leads deserve a discovery meeting?
It weights whether the prospect already has an existing financial plan or portfolio to review and whether they're the sole decision-maker — the two highest-value signals in this intake — into the lead's score and priority band.
What if the prospect isn't the only person making the decision?
The intake directly asks whether they're the sole decision-maker, so you know upfront if a spouse or business partner will need to be looped in before any next step.
Can I see which parts of their finances they want reviewed before I call them?
Yes — the multi-choice question on review areas (investment portfolio, retirement, tax, insurance, estate, or business finances) is captured and passed through so you can prepare a targeted conversation.
Does the form tell me if they're already working with another advisor?
It captures whether they currently work with an advisor, are self-managing, or had one in the past — useful for knowing if you're competing against an incumbent relationship or filling a vacancy.
What happens with prospects who say they're just exploring options?
Their stated timeline is captured alongside the rest of their answers, so 'just exploring' leads still reach your CRM but land in a lower-urgency band rather than blocking your calendar.
What should I ask prospects to upload for a second opinion review?
The intake is built to collect existing plan or portfolio statements so you can assess their current strategy before the discovery meeting instead of during it.
Turn second opinion financial review visitors into qualified clients
Give every second opinion financial review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.