I strive to develop a strong professional relationship with you! To ensure I do my best would you please take a moment to complete this quick Online Form please. It’s All About YOU! Name * First Name Last Name Email * Phone (###) ### #### 1st Responder or Veteran if so which and what Branch? Thank you for your Service! Children Living With You-Names and Birthdays Pets and Names Favorite Charity Favorite Treats (desert/Snack) Favorite Drinks & or Adult Bev. Hobbies Do you have a TRUST (estate plan) Yes No Spouse or Partner Name First Name Last Name I am always looking for great people and who better to trust than you! If you work with a amazing Financial Planner, CPA/Tax Professional or Attorney please provide their name and contact as I am always looking for great people to add to my network. What do you love most about your Career and or your WHY? What is your biggest challange in your Career right now? What year did you start in the business? So I can best refer you, What is your ideal Client? What form of communication do you prefer? Call, Email, Text What is the best Mailing Address for you? Address 1 Address 2 City State/Province Zip/Postal Code Country Mailing Address Type Personal Business Do you have a team? If yes, can you please let me know each member and their roles? Any reservations of referring clients to Team Cooper? Yes No Not Sure If No or Unsure, please let us know what where we can offer additional support to ensure you can say YES! Thank you!
