Automate Deep Client Connections
The turnkey lead generation, relationship-building, client discovery, and wow factor solution for financial advisors
Are you looking to better understand
your clients' top hopes, worries, and needs?
Try Our Client Discovery Tools
Life Stage Snapshot
Uncover client life priorities
(One minute quiz)
Retirement Visualizer
Reveal clients' ideal retirement
(Three minute quiz)
Life Stage Survey
Analyze client life stage needs
(10-15 minute quiz)
The complete solution to grow your business by connecting with what is most important to your prospects and clients
Automated Marketing Campaigns
Client Discovery System
Robust Content Library
Onboarding Questionnaire
Hyper-Personalized Email Campaigns
Risk Tolerance Assessment
Newsletter Creator
Branded Landing Pages
Contact Management System
Fast-link Website Content
Client Content Portal
Social Media Manager
Uncover Your Clients' Top Needs and Worries
-
Go "beyond the numbers" to understand your clients' life priorities
-
Identify important life goals, reveal planning needs, and measure risk tolerance
-
Natural language algorithms generate easy-to-read client summaries
Deploy Hyper-Personalized Email Campaigns
-
No more generic, boring emails and newsletters. Send only the most relevant insights to your prospects and clients
-
Our system leverages life stage data to target each contact with the best content
-
Send email campaigns with just a few clicks
Convert Prospects to Clients with Branded Custom Landing Pages
-
Easily add your brand and logo
-
Thought-provoking content and eye-catching design
-
Multiple points of interaction to entice and engage new visitors
Master Social Media Marketing and Win New Clients
-
Fill your Facebook, LinkedIn, and Twitter pages with fresh and engaging content
-
Schedule posts in advance with a click of a button, and watch the content stream onto your pages each day
-
Choose from hundreds of proprietary and curated articles and newsbriefs that are refreshed weekly
Accelerate Your Prospect and Client Connections
with Intelligent Engagement
Generate leads
One-click email and social media campaigns
Autocalibrate targeting and messaging based on life stage data
Complete client discovery system
DISCOVER
Priorities
Optimize Campaigns
What Clients and Advisors are Saying About Life Stage Insights
Featured In
Try Life Stage Insights for Free
TM
Digitation is happening everywhere in wealth management. Innovations in everything from robo-advisory to AI are rapidly commoditizing asset management and other parts of the industry. But financial advisors will always have the most critical role: creating relationships and trust, building a deep understanding of client needs, and helping clients navigate life's challenges. Life Stage Insights empowers you to excel where it matters most.
The Technology Revolution Means Understanding Your Client Is Everything
The Next Generations of Clients Expect a High-Tech Engagement
Advisors who do client discovery and engagement the old-fashioned way will lose business opportunities among future generations of clients. 93 percent of millennials and 71 percent of Gen X investors seek to work with advisors who effectively leverage technology in their interactions.¹ Life Stage Insights enables you to engage new pre-retiree clients how they want - in a high-tech, high-touch way.
Your Clients’ Lives are More Complex than Ever
Increasing longevity, more complicated family structures, and diverse life courses and timetables are creating new financial challenges and needs. Life Stage Insights enables you to understand your clients’ life stages, create the best financial solutions, and guide your clients toward their most important life goals and priorities.
