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Life Stage Insights
tM

Welcome

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You have new client/prospect insights from a discovery tool! Please visit "Recent Activity" to add or update this contact.

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Profile and Account

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Learn how to use Life Stage Insights and get assistance

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Watch videos to learn about Life Stage Insights features

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Take a quick tour of the key features of  Life Stage Insights

Client Discovery Tools

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Learn More
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Life stage survey

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Learn how to use the Life Stage Survey

Invite your clients and prospects to the Life Stage Survey

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Enable your website visitors to engage with the Life Stage Survey

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Share a website link to the Life Stage Survey with prospects and clients

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Create a report revealing life stage insights from both spouses/partners

Investment risk tolerance quiz

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Learn how to use the Investment Tolerance Quiz

Invite your clients and prospects to the Investment Risk Tolerance Quiz

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Enable your website visitors to engage with the Investment Risk Tolerance Quiz

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Share a website link to the Risk Tolerance Quiz with prospects and clients

Onboarding Questionnaire

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Learn how to use the Onboarding Questionnaire 

Invite your clients and prospects to the Onboarding Questionnaire

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Enable your website visitors to complete your Onboarding Questionnaire

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Share a website link to the Onboarding Questionnaire with prospects and clients

Life Stage Snapshot

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Learn More

Learn how to use the Life Stage Snapshot and customize the Snapshot page 

Invite

Invite your clients and prospects to the Life Stage Snapshot

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Add Buttons

Enable your website visitors to complete the Life Stage Snapshot

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Share Link

Share a website link to the Life Stage Snapshot with prospects and clients

marketing

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Learn how to use the Marketing System 

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Launch and manage automated lead generation campaigns

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Use hundreds of articles to generate leads and build client relationships

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View scheduled shares on your social media calendar

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View results from your LifeFocus Email Campaigns

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Create a client portal showcasing personalized insights

Contact Management

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Learn how to use the Contact Management System

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View, update, and engage your contacts.

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Add a contact to your Life Stage Insights Contact Database

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Create custom lists to categorize your contacts

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Import or export contacts from your Life Stage Insights contact database

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Content library

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View and share proprietary articles with your clients and prospects

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View and share custom newsletters with your clients and prospects

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View and share proprietary newsbriefs with your clients and prospects

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View publications that you have added to Life Stage Insights

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Fact-filled, entertaining videos to engage clients and prospects

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Add your own proprietary articles and use with the Life Stage Insights Content Marketing System

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Fuel your social media campaigns with curated articles refreshed daily

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Easily create a newsletter with content from our library of articles, newsbriefs, and videos.

Campaigns

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Create and launch an automated campaign to engage prospects and clients

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View and edit my campaigns

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