
Sample Advisor Discovery Survey
A Differentiating Value Add to your Financial Advisory Practice
Overview
Check out this sample Client Discovery survey to experience the value of our repeatable, and therefore scalable, approach to Client Discovery and Decision Support.
Survey's are completely customizable, but the varied templates are ready to go if you want to hit the ground running.
Any given answer can be set to trigger one of three things. You can trigger a more detailed "Topic" Survey, a customizable Insight, or an Advisor Notification, based on the specific answer chosen.
Survey's are completely customizable, but the varied templates are ready to go if you want to hit the ground running.
Any given answer can be set to trigger one of three things. You can trigger a more detailed "Topic" Survey, a customizable Insight, or an Advisor Notification, based on the specific answer chosen.