Two screens, maximum momentum. Bold navy hero, single focused card, punchy copy. Built for paid traffic and the lowest possible drop-off.
A reassuring two-column advisor experience. Trust rail on the left, form on the right, a few qualifying questions in the middle. Calm, human, credible.
One question per screen, conversational and hand-held. Maximum qualification and warm-up before the ask — best for high-intent, organic, and email traffic.
Two unchecked consent boxes, each placed directly above its submit button — a contact consent covering calls, texts, and AI-assisted messages on step one, and soft credit-pull authorization at the identity-verification step. No pre-checked boxes.