Discovery Interview is an online fact finder which, when completed, creates a Household and Asset-Map in the advisor's book of business.
The outbound invitation can be used when the advisor wishes to send an invitation to a specific client or prospect and the name of the client is already known.
The outbound invitation is the exclusive link for the specific client. It can be resent by you or the client may re-enter the interview until expired. There is a 14-day expiration limit.
Here are the steps:
Navigate to the Discovery administration page.
Enter a client or prospect name in the Recipient Name field.
Click the "Initiate Interview" Button.
Decide how you prefer to engage with your recipient: use our email content, copy their link and paste it into your email content, or start the interview right now.
To craft an effective email to encourage a prospect to complete all of the Discovery online interview questions for a more comprehensive asset-map, you can follow this example introduction email, which you can adapt to fit your style and ensure it meets any compliance requirements:
"Hi [prospect name],
I am using a tool that provides a visual representation of your financial decisions. It will become our ongoing meeting agenda with which we can discuss your situation and options.
This shouldn't take you more than 10-15 minutes. Please use round numbers and rough estimates. I just want to get a foundation for your household's current situation. During our meeting, we'll build onto this foundation together and have a comprehensive visualization on one page. You can use the navigation buttons at the bottom of each page to add, remove or correct your entries, but please remember that there is a 14-day security timeout after which the interview is closed.
Please reach out to me if you have any questions. I've attached a sample household to this email so you know what we are aiming for.
I will be notified when you complete your survey and I'll reach out to you to finalize your best date and time for a meeting. I look forward to speaking with you soon.
At your service,
[Financial professional]"
Including a sample Asset-Map or marketing materials in your invitation can also help the prospect understand the value of completing the Discovery process, potentially improving completion rates. You can find no-cost marketing materials to include in your invitation email here. Additionally, you can search for the word "sample" in the Household Search field, download, and attach a demographic sample that fits the prospect.
Track the status of the interview in the tracking table. Set yourself a reminder to reach out to them if they have not completed their map in a few days.
My client has completed their Discovery Interview! Now what? ✅ Next steps.
4/2024