Client Intake & Clarity Call Request
For Independent Specialists

The W.I.N. Group partners with a limited number of independent specialists who meet our standards for professionalism, compliance, and execution. This form is an initial inquiry—not an application—and is used to determine potential alignment.

Acknowledgment & Consent (Required):

I understand that The W.I.N. Group provides intake, assessment, onboarding, and referral to vetted independent specialists, and that services are delivered directly by those providers.*

I understand that submitting this inquiry does not guarantee services and is used to determine fit.*