Sound Advice: Client Advisory Board Application

Thank you for your interest in joining the Sound Advice Client Advisory Board! This board will play a crucial role in shaping the future of our mobile app and personal finance service by providing valuable feedback, testing new features, and offering insights into the types of financial advice that matter most to you. Please complete the following questionnaire to apply.

Name

First Name

Last Name

What city & state do you live in?

What is your age?

What is your current occupation?

What is your highest level of education?

High School

College

Graduate Dgree

Other

Do you currently use any personal finance apps or services? If so, which ones?

How would you describe your level of financial knowledge?

Have you ever felt underserved or overlooked by traditional financial institutions? Please explain.

Have you ever sought professional financial advice? If so, what was your experience like?

Why are you interested in joining the Sound Advice Client Advisory Board?

What specific feedback or insights do you think you can bring to the Client Advisory Board?

Are you willing to commit to participating in regular feedback sessions, prototype testing, and advisory meetings for the duration of your term on the board?

How much time per month are you willing to dedicate to your role on the Client Advisory Board?

Are you comfortable paying the $300 fee to join the Client Advisory Board, with the understanding that it includes a 3-year unlimited subscription to Sound Advice at a 36% discount?

Sound Advice: Client Advisory Board Application

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