Contact Wizard – Financial Advisor Planner Lead Form

Last updated: April 23, 2026 · 2 min read

Purpose-Built Financial Planning Lead Capture for WordPress

M Media Financial Advisor Contact Wizard is a professional multi-step lead capture plugin for financial advisors and planners, built to collect the detailed financial and goal information you actually need – without requiring a CRM subscription, form builder, or third-party service. The wizard walks visitors through structured steps covering financial goals, investable assets, current accounts, risk tolerance, and timeline. Every submission is stored in your WordPress dashboard and delivered to your inbox. No monthly fees. No lead-sharing. Your leads stay yours.

Why M Media Financial Advisor Contact Wizard Exists

Generic contact forms collect a name and email. That is not enough to have a productive first conversation with a financial planning prospect. You need to know whether they are focused on retirement, college funding, or wealth management, and what assets and timeline they are working with before you can tailor the consultation or determine service fit. M Media Financial Advisor Contact Wizard solves this by design. It gives every prospect a guided, professional experience while giving you a complete intake record before you ever pick up the phone.

M Media Financial Advisor and Planner Wizard replaces a flat contact form with a guided quote-request wizard tailored to this service category.

Why a wizard?

A flat contact form asks for minimal information. This wizard qualifies the lead before your team follows up, so you spend time on serious prospects instead of incomplete requests.

What it does:

  • 5-step guided wizard – Collects request details, scope information, contact data, and confirmation in a structured flow.
  • Lead qualification – Captures the details your team needs up front so follow-up can be faster and more accurate.
  • Optional reference uploads – Supports customer file/image uploads when enabled in the plugin flow.
  • HTML email notifications – Your team receives a branded summary email with submitted details.
  • Lead management – Every submission is stored as a WordPress custom post type (fapcw_lead) in the admin.
  • Fully customizable – Change intro text, success message, notification email, and question labels from settings.
  • SMTP support – Configure SMTP delivery or fall back to wp_mail().
  • Spam protection – Honeypot field plus minimum submission time checks.

Shortcodes:

[financialadvisorplanner_wizard] or [mmedia_financialadvisorplanner_wizard]

Place either shortcode on any page or post.

Installation

1. Upload the mmedia-contact-wizard-financial-advisor-planner folder to /wp-content/plugins/.

2. Activate the plugin through Plugins -> Installed Plugins.

3. Go to the plugin settings page in WordPress admin to configure notification email and wizard options.

4. Add [financialadvisorplanner_wizard] to any page.

Requirements

  • WordPress 5.8+
  • Tested up to WordPress 6.9
  • PHP 7.4+

Shortcodes

  • [financialadvisorplanner_wizard]
  • [mmedia_financialadvisorplanner_wizard]
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