Lead Generation Questionnaire
Drop a simple link onto your website or email signature to turn it into an interactive risk analysis tool and a lead capturing machine. Now you can leverage the four most powerful words in financial advice, "What's Your Risk Number?"
Generate leads using the #1 Risk Tolerance Questionnaire.
Incite curiosity with the four most powerful words in financial advice: “What’s Your Risk Number?”
With a simple link or a few lines of code, you can embed the Risk Questionnaire into your website, email signature, or social media posts to create a new way for prospective clients to engage with your firm.
With a few clicks, your website transforms from a stagnant brochure into an active tool that generates new business.
Each time a lead completes the questionnaire, Riskalyze will send you an email notification. You can then log into Riskalyze to review their contact information, Risk Number details, total investable asset amount, and start building a plan before your first meeting!
Take it from Nyle.
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your business.