Touchstone Pathway

First Name

Last Name

Email

1) Are you interested in a repeatable and scalable Client Discovery tool that helps you know your clients at a deep and personal level?

Yes

No

This is where you can add a Hint if you want to say a bit more about the context of the question. You can turn the Commentary box on or off.

Commentary

2) What are the reasons you are exploring Touchstone Pathway as a service for your clients?

Check all that apply. if you check "Other", the Commentary box will appear. Nice, eh?

I struggle with getting to know my clients at a deep and personal level.

I need a scalable solution to quickly and easily reference what my clients have told me they truly care about.

I want to know things about my clients or prospects that I don't have time to explore in the meeting so a tool to "query" them in advance would be great.

I'm looking for "lead generation" tool on my Website that can show an immediate value add to prospects and easily capture their name and email.

Other

3) Rank order which concerns/opportunities are most important to you at this time.

Rank order is a quick and easy way to assess a client's priorities.

I struggle with getting to know my clients at a deep and personal level.

I need a scalable solution to quickly and easily reference what my clients have told me they truly care about.

I want to know things about my clients or prospects that I don't have time to explore in the meeting so a tool to "query" them in advance would be great.

Prepping for client meetings takes too long. I need a better way.

I'm looking for "lead generation" tool on my Website that can show an immediate value add to prospects and easily capture their name and email.

Other

Not Like Me

Somewhat Like Me

A Lot Like Me

1

2

3

4

5

I'm satisfied with my Client Discovery process.

My current Client Discovery process is repeatable and scalable.

I can show the regulators that I monitor my client's actual behavior relative to their goals.

I do a good job of keeping my clients on track towards achieving their goals and aspirations

Not Likely to Occur

May Occur

Happening Now

1

2

3

4

5

6

7 N/A

I will be audited by the state regulators or the SEC at some point.

I expect I'll eventually sell or otherwise monetize my practice when I'm ready to slow down.

I want to implement a replicable, value-add service that helps clients acqually achieve their goals.

6) How old is the senior/founding advisor?

7) How many advisors does the firm have?

8) Is there a written succession plan in place?

Yes

No

9) What is the approximate AUM of the firm?

$

Instructions
Triggers are dependent on answers and are customizable.

Triggers are:

1) Insights - Opened ended text, including links to additional information.

2) Trigger a separate, relevant survey, such as a Topic survey to dive deeper into a specific subject.

3) Trigger a notification to the advisor for further action.

Set up Triggers in edit mode. Insights are shown in the rendered results. Go to the Client Dashboard to see the triggered survey. Go your your dashboard to see the notification.

10) Check the box you want to see demonstrated. Check all three to see examples of all three. :)

Check all that apply. Once completed, you will be redirected to your Profile page and can see 'suggested' surveys based on response #1. See customizable Insights based on your response to #2. View Notifications on your Advisor Dashboard to see the response Notification mentioned in response #3.

Suggest another, relevant survey. For example, if this question was "I am interested in exploring my need for Life Insurance", you can suggest a Topic survey about Life Insurance.

Trigger customizable text, which we call "Insights". This powerful Insight enables action steps or links to additional information.

Trigger a notification to the Advisor that is displayed on the Notification section of the Advisor's Dashboard.

11) Would you like to schedule a demo or call to learn more about Touchstone Pathway?

Yes

No

Sample Advisor Discovery Survey

Overview

Introductory Section
Sections can be used to introduce various topical ideas.

Instructions
This is where you can say more about the surveys in this section. Spell out detailed instructions here.

Sections also act as "page breaks" if you want to render the survey layout "section by section" instead of vertically. Your choice.

Scale Surveys Demonstration
This section highlights our Scale survey functionality. Check out our Scale type survey question.

Instructions
You can edit the scale labels, adjust the scale between 3-10 and more...

Scale questions enable a quick assessment of how a person feels about a subject, or what is going on in their life.

You can trigger Topic Surveys, Insights, or Advisor Notifications based on the answer chosen.

4) Check out our Scale type survey question.

1

2

3

4

5

5) Scale Surveys can identify possible transitions and may include an N/A, or not. For example, how likely are you to experience any of the following:

1

2

3

4

5

6

7

N/A

Demographic Information
Here are a few more examples of various question types

Insights Demonstration
Touchstone Pathway enables client and advisor "Triggers" that help advisors learn more about the client, tell the client more about the subject at hand, or be notified to an action item.

Powered by Touchstone Pathway

Overview

Introductory Section Sections can be used to introduce various topical ideas.

Instructions This is where you can say more about the surveys in this section. Spell out detailed instructions here. Sections also act as "page breaks" if you want to render the survey layout "section by section" instead of vertically. Your choice.

Scale Surveys Demonstration This section highlights our Scale survey functionality. Check out our Scale type survey question.

Instructions You can edit the scale labels, adjust the scale between 3-10 and more...Scale questions enable a quick assessment of how a person feels about a subject, or what is going on in their life.You can trigger Topic Surveys, Insights, or Advisor Notifications based on the answer chosen.

4) Check out our Scale type survey question.

1

2

3

4

5

5) Scale Surveys can identify possible transitions and may include an N/A, or not. For example, how likely are you to experience any of the following:

1

2

3

4

5

6

7

N/A

Demographic Information Here are a few more examples of various question types

Insights Demonstration Touchstone Pathway enables client and advisor "Triggers" that help advisors learn more about the client, tell the client more about the subject at hand, or be notified to an action item.

Powered by Touchstone Pathway

Introductory Section
Sections can be used to introduce various topical ideas.

Instructions
This is where you can say more about the surveys in this section. Spell out detailed instructions here.

Sections also act as "page breaks" if you want to render the survey layout "section by section" instead of vertically. Your choice.

Scale Surveys Demonstration
This section highlights our Scale survey functionality. Check out our Scale type survey question.

Instructions
You can edit the scale labels, adjust the scale between 3-10 and more...

Scale questions enable a quick assessment of how a person feels about a subject, or what is going on in their life.

You can trigger Topic Surveys, Insights, or Advisor Notifications based on the answer chosen.

Demographic Information
Here are a few more examples of various question types

Insights Demonstration
Touchstone Pathway enables client and advisor "Triggers" that help advisors learn more about the client, tell the client more about the subject at hand, or be notified to an action item.