By having a great deal of insight about the client, you have the ability to decide if you are a good match. You can demonstrate value at your very first meeting with a strong reasonable basis grounded in research about your client.

Advisers spend more than three hours before a client decides to go to the strategy preparation stage. The results from our tool gives you the ability to decide whether you wish to continue your engagement before spending any time with a client. This will enable you to prospect more leads and convert them three times faster as you can choose only those clients who can work with you best.

You can use our platform as a lead generation tool to prospect to as many clients as you want. You can immediately score a point of differentiation with the competition by inviting clients to complete one of or all three surveys and invite them for a meeting if they are the right type of client. This will reduce your marketing budgets significantly.

Our tools have been designed with a fiduciary duty of care. These tools are compliant and goes above and beyond many legislative requirements for retail financial advisers about knowing your client, best interest and suitability. We enable you to consistently fulfill your compliance requirements to the satisfaction of regulatory authorities in less than half the time you spend now. (The tools deliver more than what’s expected by FASEA Code of Ethics in Australia; Regulation Best Interest (2019), Securities and Exchange Commission, USA and Conduct of Business Rules, Financial Conduct Authority, UK.)

Our tools enable you to uncover a wider range of planning needs of your client than any current profiling methods. You can increase your revenue by helping your clients better meet their needs based on what you have discovered and demonstrate the value you add.

With cognitive decline of most clients setting earlier than physical decline, our tools provide a clear, concise structured method of deepening your intergenerational client relationships.