Lead Generation

How to Retain Existing Clients?

$799.00

$499.00/year

This Workbook Includes:

  • icon Assessments

    2

  • icon Surveys

    3

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Description

This comprehensive solution is designed to help financial advisors retain their existing clients using our suite of powerful tools and assessments. By leveraging targeted quizzes, personality assessments, and satisfaction surveys, advisors can gain deep insights into their clients' needs and preferences, deliver personalized experiences, and enhance overall client satisfaction and loyalty.

Objectives

  • Understand Client Needs: Utilize the "Financial Health Quiz 2023" to assess clients' financial well-being and tailor services accordingly.
  • Personalize Client Interactions: Use the "What is Your Money Personality?" assessment to understand clients' financial behaviors and preferences, allowing for more personalized and effective communication.
  • Gauge Financial Literacy: Implement the "Financial IQ Challenge" to identify areas where clients may need additional education or support, enhancing the value provided to them.
  • Measure Satisfaction and Improve Service: Conduct regular surveys such as the "Client Satisfaction Survey," "New Account Experience," and "Year-End Survey" to gather feedback, measure satisfaction, and identify areas for improvement.

This Workbook includes

2 Assessments/Quizzes

3 Surveys

Assessments

How Well is Your Financial Health Actually?

Get your score and powerful insights into the critical aspects of your financial health.

Preview
Financial IQ Challenge: True or False Quiz

Can you pass this true/false quiz?

Preview

Surveys

Client Satisfaction Survey

Thank you for choosing [Your Financial Advisory Firm] to help you manage your financial matters. Your feedback is important to us as we strive to provide the best possible service. Please take a few minutes to complete this survey. Your responses will remain confidential. The survey will take no more than 4 minutes to complete.

Preview
New Account Experience

Welcome to the New Account Experience Survey! We value your feedback and strive to provide the best possible service. Your responses will help us improve our account creation process and ensure that we meet your needs and expectations. Please take a few moments to complete this survey. Your input is greatly appreciated.

Preview
Year-End Survey

Thank you for choosing [Financial Advisor Firm Name] as your financial partner. Your feedback is crucial for enhancing our services. Please take a few minutes to complete this survey. Your responses will remain confidential, and we appreciate your honesty.

Preview
At the end of each quiz or assessment, participants will see detailed results that provide unique insights based on their answers, tailored to the specific type of quiz or assessment.
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Scored Assessment

Sample Result
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Outcome Quiz

Sample Result
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True/False Quiz

Sample Result
Admins can view detailed analytics for each quiz or assessment, offering comprehensive insights into performance, participant behaviour and question effectiveness to take actions to optimize and improve results.

Who is it for

This solution is ideal for financial advisors who want to improve their client retention rates by gaining deeper insights into their clients' needs and preferences. Whether you are a new advisor seeking to build strong relationships from the start or an experienced professional looking to enhance your retention strategies, this solution offers valuable tools to help you maintain and grow your existing client base.

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