Our survey tool helps you start the conversation.
Why a survey?
Surveys and quizzes are the best-performing lead magnets on the market today. People love to read about themselves!
Offer a FREE Financial Plan on your website to engage & qualify prospects, faster.
You can call it whatever you want:
- Financial Assessment
- Financial Check-Up
- Foundational Plan
Keep scrolling to see how our clients are marketing their survey to engage website visitors.
Maven Bridge Capital has a dedicated landing page for their survey:
Trajan Wealth uses a banner ad on their home page to direct visitors to their survey:
Robinson Smith Wealth Advisors offers a seamless experience by embedding the survey on their landing page:
Case Study & Video Testimonial
Latika Tillis, Investment Specialist & Financial Coach
- Promotes the survey as a "Financial Health Assessment"
Uses it as her call-to-action on her website, at networking events, and in podcast interviews. Very little social media promotion. No ad spend!
40 completed surveys in first 3 months
80% provided email = 32 warm leads
- Follow-up conversations more productive than going in “dry”.