Money Talks.
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.
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You can call it whatever you want:
- Financial Assessment
- Financial Check-Up
- Foundational Plan
See how our clients are marketing their survey
to engage website visitors. Click to view!
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"
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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!
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40 completed surveys in first 3 months
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80% provided email = 32 warm leads
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- Follow-up conversations more productive than going in “dry”.
No coding or integration is required.
Get up and running in minutes!
Best Value
Survey Software
69
Every month
Designed to help you generate & qualify new leads.
Valid until canceled
Cancel Anytime!
Branded to your company name
Capture 50+ data points on every user
Receive instant email alerts when a user completes survey
Receive a copy of their assessment
Receive their email address (as provided)