Discovery Interview is an online fact finder which, when completed, creates a Household and Asset-Map in the advisor's book of business.

The inbound link can be used when the advisor wishes to send an invitation to a specific client or prospect, take in Leads from their business web page, for use in social media marketing or other similar engagement opportunities where the consumer is not necessarily known by the advisor. Please check with your compliance department before using this tool.

If you don't have the inbound link and would like to get it, consider upgrading your subscription.

Explore upgrading your subscription.

Go to your Discovery administration page:

Find your subscriber-specific inbound link on the Discovery administration page.

The INBOUND link, the one that is represented by your QR code or which you use on a web page or within other lead generating media, is specific to YOU.

The client starts the interview by clicking your inbound link (or that scans your QR code) generates a different link that is specific to them. You are able to resend their specific household link by clicking the Send Discovery arrow icon associated with their entry on the Discovery table. This household link will expire in 14 days.

Note: Check with your firm's compliance department for appropriate use.

Notifications will be sent to you from our platform via email when someone has clicked your inbound link. You will also be notified when a household interview has been started, when it has expired (closed), and when it has been completed. Notifications are also visible via the bell icon on the platform pages. You may add or remove notifications. Follow this link to administrate your notifications.

Use the Discovery Interview tracking table to track inbound interviews that have been started. Here's a link describing the features of the tracking table.

My client has completed their Discovery Interview! Now what? ✅ Next steps.

2/2024