Client Discovery Tool
A powerful turnkey solution to prepare for client discovery meetings
Automated invitations to prospects and clients
The proprietary Life Stage Insights Survey to help your clients explore their priorities and needs
The Life Stage Profile and Talking Points to reveal key insights for your next client discussion
The Life Stage Road Map to help guide your clients through life events and challenges
The Couple's Report to make your meetings with couples more productive than ever
Automated delivery of reports to you and your clients
The Advisor Portal, where you can organize and track each client and download reports
24/7 support to help you optimize your use of Life Stage Insights
14 day free trial. No credit card required
know what is top-of-mind for your prospects and clients
The Life Stage Insights Discovery Tool is an easy-to-use system that enables you to efficiently understand your prospects and clients’ important life events, and to “go beyond the numbers” to uncover their hopes, worries, priorities, and financial needs.
why life stages?
New life stages trigger significant financial challenges and opportunities. Clients moving to and through major life stages and events need guidance, advice, and new financial solutions.
How Does it work?
Advisors log into their portal to invite clients and prospects or create invitation links from their website. Clients explore their life stages in a confidential 20-minute survey. Advisors and clients receive two actionable reports: the Life Stage Profile and the Life Stage Road Map. For deeper analysis, advisors also receive the Talking Points and Couples Report.