An innovative financial professional shared this with us.
How to save your personal Discovery link as a shortcut to a home screen using an IOS device. It's like having our fact-finder in the palm of your hand and it makes an Asset-Map for you!
Why would you do this? Here are a couple of ideas:
a) You're with someone who is interested in meeting? Great. Let's get high level people and financial information right now, right on your mobile. Click your home screen icon to start the Discovery interview.
b) Have a tablet device in your waiting room. Hand your prospect the tablet and ask them to start the fact finding steps. Click the Discovery web link on the home screen to get started.
(a little over 1 minute)
Tags: video; link; questionnaire; app; mobile; web; interview; factfinder