Full Monty Advisor Application

This application helps us make sure we're the right fit to support your growth. We only take on a few Full Monty clients at a time to keep our work fully custom and fully hands-on.

Here’s what you get with The Full Monty:
➡️ Custom strategy, branding, and execution
➡️ Paid ads, lead magnets, email funnels, and content done-for-you
➡️ Monthly reporting, ongoing support, and a pig who wears glasses (you’ll see)

Name

Phone Number

Firm Name

Website URL

What are you trying to achieve with your marketing?

What have you tried so far?

What’s your niche (or who do you wish it was)?

Have you ever worked with a marketing agency before? What was your experience like?

What is an absolute dealbreaker for you when working with a marketing team?

Have you ever uttered any of these phrases?

“Why haven't I gone viral yet?” “We’ll figure it out as we go” “Let’s just use ChatGPT for everything” “Marketing doesn’t really work for our kind of clients” "You rock!"

How do you view marketing in your firm?

How soon are you expecting conversions?

Yesterday In the next 30–60 days This quarter I’m in it for the long game

Are you comfortable being on camera?

Yes, I’m basically a one-person production studio I’m willing but nervous Nope, I’d rather not TBD—I haven’t tried

How much time can you devote to marketing per week?

Less than 1 hour 1–3 hours 3–5 hours I want to be hands-off and trust your team

How involved do you want to be in your marketing?

I want to collaborate weekly I want to review and approve things I want it off my plate, just tell me what to record Wait... I still have to be involved?

How would you describe your brand personality?

Buttoned-up & traditional Approachable & professional Quirky & conversational Still figuring it out

How comfortable are you with being transparent online?

Very—I share stories, values, even awkward client moments Somewhat—I’ll be open, but I’m not telling my life story Not very—let’s just stick to the facts and services

What is your current monthly marketing budget?

What’s your decision-making style?

Fast and intuitive Research-heavy I need to talk to my team/spouse/business partner TBD

If Kevin Bacon, CFP (Cute Fun Pig) showed up at your office… what would you offer him?

A handwritten thank-you note and a snack Access to my email list and a ring light A nervous smile and a compliance checklist I don’t know who Kevin is and I’m scared

What's Your Favorite Snack?

Do you want our emails?

Yes, I love Kevin's videos! No, I hate marketing and I don't even know why I filled out this application...

Hey, we've seen you around...

Why not schedule a call with Kalli to learn more?

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Full Monty Advisor Application

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