Financial Health Check launched

Our new Financial Health Check prospecting tool and customer report, exclusively available for use by Financial Brokers and Advisors, has launched.

The Financial Health Check tool has been developed to provide you with an engaging way of turning your new prospects into clients. Simple and easy to use, it quickly collects valuable data points and provides a comprehensive pre-meeting report that can help shape your initial meeting with the prospect.

Previewed at the in-person Ignite Conferences last week, the Financial Health Check was very well received, and we are delighted to confirm that it is now available for all to use. Built on the same platform as our Pre-Sales and Client report, this new prospect tool couldn't be easier to use! Simply fill in your prospects email address and mobile number and let it take care of the rest!

• Fully branded to your company - add your logo, Terms of Business and Privacy Policy.
• Collect valuable data points on your new prospects.
• Completed online by prospects via phone, tablet or desktop.
• Engaging, easy, and useful.

View a sample report here.
Join us for a live demonstration on February 9th, 10am. Click here to join this webinar.  
Watch a demo video here.

If you have any questions, or if you need assistance with the Financial Health Check please reach out to your Broker Consultant who would be more than happy to assist.

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