Member Onboarding Form

Texas Financial Services

Here is the complete list of onboarding form fields required to collect accurate verification, display, and account data for new members during their registration process.

  1. Full Name of Professional: The individual licensed practitioner’s legal name.
  2. Professional Designation/Pillar: Select from the 10 core categories (e.g., RIA, CPA, CFP, Estate Attorney, etc).
  3. State Professional License Number: The active state regulatory or board identification number.
  4. Licensing State(s): The state(s) where the professional holds active authorization to practice.
  5. Firm or Practice Name: The official business entity name for public display.
  6. Target City/Location Seat: The specific geographic directory page requested (e.g., Plano, Frisco, Downtown Houston).
  7. Business Address: The physical office address corresponding to the listing.
  8. Phone Number: The direct unmasked phone number for consumer contact.
  9. Email Address: The primary intake email for direct client communication.
  10. Website URL: The destination link for outbound consumer traffic.
  11. LinkedIn Profile URL: This will be useful to add if you have it.
  12. Professional Bio/Description: A detailed description of your practice focus areas, asset minimums, or specialties.
  13. Client Testimonials: Please share upto 10 client testiominals. If you have only a couple of them, that is also fine, but this is a very important part of your detailed profile page, because AI search engines and LLMs study client testimonials carefully. Please do not share the full names of your clients (just first name and location is enough)
  14. Photos: Please share upto 5 images that you want to show on your profile page. You can also share their URLs instead of attaching the photos (if they are already online).
  15. Videos: Please share upto 3 YouTube video links (if you have them). Its perfectly fine if you have no YouTube videos currently. We will help you with it in the future.
  16. Acknowledgment of Membership Terms: A required checkbox confirming agreement to the flat-fee structure, tenure-based ranking, and non-commission policy.