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CIFA New Member Introduction
1.
Firm name
2.
Your name and title
3.
Is your firm fee-only?
Yes
No
Other (please specify)
4.
How long have you worked at the firm? Tell us a little bit about your role.
5.
Please describe the current leadership of the firm. Are any of your key leadership positions filled by a "G2" team member(s)? If so, do any G2 leaders have ownership?
6.
Please provide a brief history of your firm (year you were founded, the firms' mission, ownership structure, etc.)
7.
Please share a little about the vision for your firm. How is the firm growing? Does the firm have a succession plan in place? If so, please describe.
8.
Please tell us more about your interest in CIFA. What about the group sparked your interest? What do you hope to gain from the group? What do you hope to bring to the group?
9.
Who from your firm would participate in CIFA?
10.
What other study groups do/have you participated in?
