Send a Discovery Interview to a Prospect
Invite a client to complete a Discovery Interview and make their own Asset-Map!
Advisor-specific Inbound Lead Link for Prospect or Client Engagement
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.
Want jump ahead and check out all of the Lessons in one place? Click here!
11/2021