The Outbound Discovery link can be used when the advisor wishes to generate a link for a specific client or prospect and the name of the client is already known.
Discovery Interview is an online fact finder which, when completed, creates a new Household and Asset-Map in the advisor's book of business.
The outbound link can be sent and resent by you for up to 14 days after generating the link, if needed. There is a 14-day expiration limit to the link.
Create the Link
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:
The Email button provides a convenient means to open your system's default email program and copy our default text with the client's Discovery link pre-populated. The Advisor can paste the copy into the Advisor's email to their client.
This default system text is a general suggestion only and the financial professional is advised to use language that is in line with thier Compliance Department. Our system text cannot be changed. Customization must be done by the advisor in their email to the client. Our suggested email text is as follows.:
Subject Line: Help me understand your current financial situation
Body:
[Client name typed on the page before this],The following interview questionnaire will help me understand your current financial state. Please take a few minutes to complete this to the best of your ability while the link remains "live". My interview will ask high-level questions about the important people in your life, your current financial decisions, and any topics you would like to discuss with our team.
Please note this link will expire in 14 days and you can share it selectively with others that need to contribute.
Copy their link and paste it into your own email content (we've suggested a template below);
Start the interview right now.
Use Effective Email Text to Prompt for Completion
Should you choose to copy just the link and send the link through email, use the Copy Link option and paste the link into the email you are composing.
If our default email text is too general and not usable, here are a few suggestions. To create a persuasive email that will motivate a potential client to complete the entire Discovery online interview, please refer to the provided email template below. Make any necessary adjustments to match your personal style and ensure it meets all 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 click the link below to get started.
[paste outbound Discovery link]
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]
⭐Top Tips
Attach a sample Asset-Map or marketing materials in your invitation. This can help the prospect understand the value of completing the Discovery process. You can find no-cost marketing materials to include in your invitation email here. Select an appropriate sample by searching for the word "sample" in the Household Search field. Then download and attach the sample to your email.
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.
Note that when the client completes thier Discovery interview it cannot be re-opened.
My client has completed their Discovery Interview! Now what? ✅ Next steps.
9/2024