michael.pendergrass
Acronym
NVISO
Product ID
InsightsAdvise_for_Independent_Advisors
Description

Help clients uncover their true feelings about finance

Images
Image
NVISO_1
Details
  • Clients or Prospects take a short online test to ascertain their true feelings about financial topics.
  • Clients' emotional scores are collected during a themes-based video using webcam.
  • Clients also complete a short online personality questionnaire that helps complete the anaylsis.
Image
NVISO_2
Details
  • Aligns Clients or Prospects thinking style (past- present-future) and emotional scoring to identify priority topics for the advisor.
  • The results are prioritized according to the most significant life events and wealth planning topics shown during the video.
  • There is direct contact back to the advisor via single click to email / phone, and an alert via the Advisor Dashboard.
Image
NVISO_3
Details
  • Advisors are informed anytime someone takes a test and get an overview of the main KPIs (i.e.completion rate).
  • Lead generation and client tracking via Advisor Dashboard, with export of data for import into your local CRM.
  • Advisors can easily promote InsightsADVISE for lead generation or client use by embedding in newsletter / social media / webpage.
Features
  • Creates more actionable wealth planning conversations
  • Topics include travel, education, parental care, giving, debt  
  • Clients better understand their behaviors towards money
Vendors
NVISO
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Client Profiling FP
Financial Planning
Ad Hoc Tags
DoubleClick Tags

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