Overview
Discovery allows prospects to make their own Asset-Map in your book of business! Using Discovery is a great way to get preliminary information from a prospective client before a face-to-face meeting. Discovery will ask for the following basic household and financial information:
Basic member information on the important people in the person's life
Financials that the person owns or is associated with
Topics that your prospective client is interested in talking with you about
A Discovery link is created by the Advisor and emailed to the client. The advisor can send a personalized link if they know the name of the household (also knows as the Outbound Discovery). The advisor has an advisor-specific link if the prospect is not known (Inbound Discovery). The Inbound link is unique to the advisor and is typically posted on the advisor website, email or marketing materials. Clicking it by a prospect generates a prospect-specific household link to get Discovery underway.
Generate a Discovery Link for a Known Household in 2 minutes
Create a link for a known client or prospect to complete a Discovery Interview and make their own Asset-Map!
Using the Inbound Lead Link for Prospect or Client Engagement in 3 Minutes
The inbound link can be used publicly, when the advisor wishes to 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 do not have the inbound link available, and your organization has authorized its use, consider upgrading your subscription.
My client has completed their Discovery Interview! Now what? ✅ Next steps.
Lesson List