GrowthWorkbook is a powerful platform designed to help financial advisors overcome their biggest challenges:

• Acquire New Clients: Attract high-value prospects with ready-to-use quizzes and surveys that engage and convert.
• Retain Existing Clients: Build loyalty with tools that personalize interactions and strengthen relationships.
• Grow Your Practice: Leverage actionable insights to better understand client needs and implement effective strategies.

Whether you're focused on attracting prospects or deepening loyalty with your current clients, GrowthWorkbook provides the tools and strategies you need to scale your business efficiently and effectively.

GrowthWorkbook empowers financial advisors with tailored solutions to address their most pressing challenges—client acquisition and retention. Here's why GrowthWorkbook stands out:

• Custom Domain Functionality: Strengthen your brand by hosting assessments on your own domain, ensuring a seamless and professional client experience.
• Proven Results: Boost client retention rates by 30% and attract warm leads with up to 40% higher conversion rates.
• Personalized Insights: Generate detailed reports that identify client needs, preferences, and opportunities for referrals, enabling smarter and more effective strategies.
• Tailored for Advisors: Solutions built specifically for financial advisors to solve acquisition and retention challenges.
• Effortless Implementation: Easy-to-use quizzes and surveys designed to maximize results with minimal effort.

With GrowthWorkbook, you not only attract high-quality clients but also build loyalty and strengthen relationships, all while scaling your practice sustainably.

Yes, we offer a demo to help you understand how GrowthWorkbook works. You can preview sample quizzes, surveys, and reports that highlight the tools and actionable insights you’ll receive. Simply click here. Check "Tools Preview" and "Sample Reports" tab.

Yes, you can customize both assessments, surveys and internal surveys to fit your specific requirements. We understand that every organization has unique needs, so we offer flexibility in our tools. You can add, update, or delete questions and answers. You can change the settings for each tool to suit your needs.

Yes, you can add your own quizzes, assessments, and surveys to our platform. We provide the flexibility to incorporate your custom content, ensuring the tools align perfectly with your specific needs and objectives.

We provide comprehensive support to ensure your success with GrowthWorkbook. After your purchase, you’ll gain access to:

• Onboarding Assistance: Step-by-step guides and tutorials to get you started quickly.
• Customer Support: Reach out via email or chat for any questions or technical assistance.
• Customization Help: Tips on how to personalize quizzes and surveys to match your goals.
• Ongoing Updates: Regular updates with new features, tools, and resources.
• Knowledge Base: A library of articles, FAQs, and best practices for using GrowthWorkbook effectively.

Our goal is to empower you with the tools and guidance you need to grow your business effortlessly.

A custom domain allows you to use your personalized URL (e.g., quiz.yourbusinessname.com) instead of a generic one like app.growthworkbook.com. This small change can have a big impact on your business.

• Professional Branding: Every client interaction reflects your brand, not a third-party platform.
• Enhanced Trust: A custom domain reassures clients, boosting credibility and engagement.
• Improved SEO & Marketing: Helps align with your campaigns and supports higher search engine rankings.
• Increased Conversions: Businesses with custom domains report a 20% boost in trust and a 15% rise in survey completions.

Example in Action:
Instead of sending clients to app.growthworkbook.com, you’ll send them to quiz.advisorhub.com (assume advisorhub.com is your website), reinforcing professionalism.

How GrowthWorkbook Makes It Easy:
Setting up your custom domain is seamless. Follow our step-by-step guidance, and focus on growing your business while we handle the tech.

If your specific challenge is not listed, we can still help. Our solutions are highly customizable, and we can work with you to develop a tailored approach that addresses your unique needs. Please contact our team to discuss your specific requirements, and we'll collaborate with you to create a customized plan and tools that align with your objectives. Your success is our priority, and we're committed to providing solutions that meet your exact challenges.

The company is an 11-year-old UK-based company. The company owns two world-class SaaS software i.e. Growth Workbook & CRM Ultimate. The company has been serving customers across the UK, USA & India.

The company has chosen the best hosting provider based in the UK which not only provides world-class infrastructure and security but also world-class support 24x7. We have had zero security breach incidents since the company's inception. Everything is securely backed-up within the hosting provider’s infrastructure to recover from disaster in a couple of hours if not in minutes.