Welcome to

The Cooks Financial

Sub-Broker Program

Unlock Your Path to Passive Income & Professional Growth

Before you officially join the Cooks Financial family as a Sub-Broker, we want to get to know you— your background, your strengths, and your vision. This brief interview is designed to ensure alignment, clarity, and confidence as we move forward together. Please answer the questions thoughtfully and honestly. Your responses will help us understand how we can best support you in building a powerful and profitable future through real estate, funding, and passive income strategies.

Let’s begin your journey...

Cooks Financial Sub-Broker Interview Questionnaire

Full Name *

Email *

Phone

Who referred you

1. Tell us about your background and experience in sales, real estate, or financial services. *

2. What interests you about becoming a sub-broker with Cooks Financial? *

3. Have you ever sold high-ticket packages before? If so, what was your approach? *

4. How comfortable are you with promoting passive income opportunities like Airbnb Co-Hosting? *

5. Are you currently working with any other funding company? *

6. What types of clients do you typically work with or have access to? *

7. How many clients would you realistically be able to introduce to Cooks Financial in your first 30 days? *

8. Have you referred clients to funding or business credit solutions before? *

9. What is your preferred method of outreach (cold calling, networking, social media, events, etc.)? *

10. Are you comfortable using CRM systems to track referrals and commissions? *

11. Do you understand how residual income and commission structures work? *

12. How do you handle client objections or skepticism around investment programs? *

13. What makes you different from other brokers or consultants in this space? *

14. Are you coachable and open to weekly team calls or performance check ins? *

15. What are your long-term goals as a partner with Cooks Financial? *

16. Have you ever worked under a performance-based compensation model before? *

17. Do you have any compliance, licensing, or legal experience in finance or real estate? *

18. How soon are you ready to begin onboarding clients and earning commissions? *

19. Do you have any questions about how the sub-broker program works or what’s expected of you? *

20. On a scale of 1–10, how committed are you to building long-term passive income with our program — and why? *

Scale of 1-10
Why?

Your Signature

Clear