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Life Stage Insights
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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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Marketing
My Profile/Account
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Client Discovery
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Recent Activity
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My Contacts
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Feature Alerts

Profile and Account

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View and edit your profile settings

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 Snapshot
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Onboarding Questionnaire
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Life Stage Survey
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Risk Tolerance Quiz

Life stage survey

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Learn More
Invite
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Add Buttons

Learn how to use the Life Stage Survey

Invite your clients and prospects to the Life Stage Survey

Enable your website visitors to engage with the Life Stage Survey

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Share Link

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

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Couple's Report

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

Investment risk tolerance quiz

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Learn More

Learn how to use the Investment Tolerance Quiz

Invite

Invite your clients and prospects to the Investment Risk Tolerance Quiz

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Add Buttons

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

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Share Link

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

Onboarding Questionnaire

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Learn More

Learn how to use the Onboarding Questionnaire 

Invite

Invite your clients and prospects to the Onboarding Questionnaire

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Add Buttons

Enable your website visitors to complete your Onboarding Questionnaire

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Share Link

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 More

Learn how to use the Marketing System 

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Campaigns

Launch and manage automated lead generation campaigns

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Content Library

Use hundreds of articles to generate leads and build client relationships

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Social Media

View scheduled shares on your social media calendar

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Email Campaign Reports

View results from your LifeFocus Email Campaigns

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Client Portal

Create a client portal showcasing personalized insights

Contact Management

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Learn More

Learn how to use the Contact Management System

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My Contacts

View, update, and engage your contacts.

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Add Contact

Add a contact to your Life Stage Insights Contact Database

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My Lists

Create custom lists to categorize your contacts

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Import/Export

Import or export contacts from your Life Stage Insights contact database

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Content library

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Articles

View and share proprietary articles with your clients and prospects

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Newsletters

View and share custom newsletters with your clients and prospects

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News

View and share proprietary newsbriefs with your clients and prospects

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My Publications

View publications that you have added to Life Stage Insights

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Videos

Fact-filled, entertaining videos to engage clients and prospects

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Add Article

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

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MediaStream

Fuel your social media campaigns with curated articles 

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Add Newsletter

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

Campaigns

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Create Campaign

Create and launch an automated campaign to engage prospects and clients

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My Campaigns

View and edit my campaigns

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