Sanctuary Wealth Prospect Profile

Sanctuary Prospect Profile
Deal Name:
Expected Launch Date:
MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
ADV Type:
Lead Source:
Current Firm Name:
Current Firm Type:
Location:
Street Address Line 2
CityState
Zip Code
Decision Maker(s):
Background Information (Website, Bios, Personal Tidbits):
Motivation for Leaving / Potential Constraints:
- Custodian(s):
  Other
- Broker Dealer (B/D):
- Additional Comments on Custodian and/or Broker-Dealer Assets:
- Advisory AUM:
- B/D AUM:
- Total Revenue:
- # of Households:
- # of Accounts:
- Total # of Employees at Launch:
- Roles and Responsibilities:
  Rows Number (#):
  # of Owners/Partners:
  # of Registered Advisors:
  # of Administrative Staff:
- Additional Details on Roles of Staff:
- Protocol / Non-Protocol?
- Legal Counsel Retained?
- Do you own your clients?
- Do you own your data?
- Investment Process:
- Products & Services (check all that apply):
  Other
- Additional Notes on Products/Investments:
- Business Services
- Do you own your Real Estate?
- Do you own your Hardware (ex. Computer, Monitors)?
- Do you do your own Bookkeeping? Manage P&L?
- Do you do process your own Payroll?
- Do you do have an Employee Benefits Package?
- FinTech
- Performance Reporting:
- CRM:
- Financial Planning Software:
- Client Portal:
- Existing Tech Stack Comments / Must-Haves?
- Key Focus Areas during Deep Dive?
- More Details on Key Focus Areas?
- Current Payout % (if applicable):
- What is the expected future annual revenue growth rate?
- Non-Owner Salaries:
- Annual Rent:
- Travel & Entertainment Budget:
- Marketing Budget:
- Additional Pro Forma Notes:
- Should be Empty:

Rows	Number (#):
# of Owners/Partners:
# of Registered Advisors:
# of Administrative Staff:

Sanctuary Prospect Profile

Business Services

FinTech