Almost done, few more questions | The H.E.A.T. Formula

Email*

First name*

Last name*

What is your level of investable assets?*

Under $100,000

$100,000–$500,000

$500,000–$1M

$1M–$5M

Over $5M

Prefer not to say

Which of the following best describes you?*

Independent Financial Advisor (RIA)

Wealth Manager or Portfolio Manager

Investment Analyst or Institutional Professional

High-Net-Worth Retail Investor

Individual Investor

Other

What types of content are you most interested in?*

Daily market insights

Thematic investing (AI, energy, etc.)

Behavioral and structural edge strategies

Portfolio hedging techniques

Educational webinars

ETF model portfolios

Are you currently managing client assets?*

Yes, as a registered advisor

Yes, but not formally registered

No

Are you open to learning about new ETF strategies?*

Yes, actively looking

Yes, if the strategy fits my goals

Maybe

Not at the moment

Would you be interested in attending live monthly investment webinars?*

Yes

No

Maybe, depending on the topic