The powerful new way for financial advisers to attract warm leads
Scorecard or quiz marketing uses interactive assessments to help potential clients evaluate their financial health, investment knowledge or retirement readiness.
For IFAs and financial planners, it works well because it gets people reflecting on their own situation and highlights where professional advice could help.
It also lets advisers demonstrate expertise through personalised results while generating leads, as participants usually share their contact details to receive their score and learn more.
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 a quiz-style 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 provide personalised results tailored to each person’s situation, making the feedback more relevant and engaging.
This increases the chance they take the next step, such as seeking more information or booking a consultation, while strengthening the perceived value of the adviser’s expertise.
Three Different Scorecards - Ask for a Demonstration
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"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
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