The exciting new way for financial advisers to attract warm leads
Scorecard or quiz marketing involves creating interactive quizzes or assessments that potential clients can take to evaluate their financial health, investment knowledge or readiness for retirement (among other topics).
For IFAs and financial planners, this approach is particularly effective as it engages individuals in a reflective exercise about themselves and their financial situation, thereby highlighting areas where they might need professional advice.
This method allows financial advisers to demonstrate their expertise and value proposition subtly, by providing highly personalised insights or scores based on the quiz results. It also serves as a valuable lead generation tool, as participants typically provide their contact information to receive their results, thereby expressing interest in learning more about financial planning or advisory services.
Convert your website visitors into conversations
A scorecard captures attention and converts clicks by engaging users with interactive content that promises personalised insights.
For financial advisers, this means turning casual website visitors into potential leads by offering them a valuable exchange: their contact information for a tailored score.
This approach leverages the natural human curiosity about personal finance and investment or retirement readiness, encouraging users to interact with your content and, in turn, learn more about your services.
Take them on a journey
Using scorecards takes users on a journey, starting from self-assessment to potential solutions for their financial or retirement needs.
As participants answer questions, they're guided through their financial landscape, uncovering strengths and identifying areas for improvement.
This process not only educates them about their financial status but also subtly positions financial advisers as guides who can help navigate complex financial challenges, fostering a sense of trust and partnership.
Personalised results that will retain their attention
Scorecards deliver personalised results that captivate users by directly addressing their unique financial and personal situations.
This bespoke approach makes the feedback from the scorecard more relevant and engaging, ensuring users pay close attention to the results. For financial advisers, this means an increased likelihood of users taking the next step, whether that's seeking more information, scheduling a consultation or considering financial services tailored to their needs.
Personalised results not only retain attention but also enhance the perceived value of the adviser's expertise.
I have recently been working with Philip Calvert on a financial personality scorecard/quiz for my clients. I banged it out last night as a hyperlink within my newsletter and have already had ten come back. I am amazed at the insight this has given me into my clients thoughts and behaviours around money and investing - it is fascinating. If anyone thinks there is any value in this, then I suggest you speak to Phil.
— Mike LeGassick, Financial Planner and Behavioural Investment Coach
Each is customised to your business and branding
A quick quiz which tests website visitors' understanding of what a financial planner does and whether working with one is right for them.
A quiz/assessment which helps your website visitors to understand whether they are financially and emotionally ready for the next phase of their life.
A quiz which tests website visitors' understanding of what equity release is, and whether or not it might be an appropriate way for them to raise funds.
An assessment tool to help financial advisers to understand whether a client might be vulnerable and require additional support.
An assessment tool to help financial advisers gather feedback on the service provided to clients. Also helps to tee up potential referrals.
Benefits for Financial Advisers
For further information regarding customisation, build time and pricing please contact us below or send an email to philip@philipcalvert.com
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