Getting Started with Check-ins

 

Check-ins is an automated behavioral coaching tool that allows advisors to take the pulse of clients each month (or quarter). Each Check-in consists of two questions: “How are you feeling about the markets?” and “How are you feeling about your financial future?” After answering these questions, clients will see adaptive analytics which helps them understand what is "normal" for their portfolio, as well as a custom message from the advisor tailored to how the client responded to the question of "How are you feeling about the markets."

 

 

➡️ Before sending a Check-in, you can elect to use the default commentary, or enter your own positive and negative commentary which your client will see based on whether they answer positively or negatively to the "How are you feeling about the markets?" question. Also, you'll want to determine the frequency in which you would like Check-ins to go out. You can select Monthly or Quarterly.

➡️ Finally, click the toggle next to each client for which you'd like to enable Check-Ins. Note that only Active clients will appear in the list. Any prospects/lead type records within Riskalyze will not show up in this list.

 

Sending and Snoozing Check-ins

You can see the date when the next Check-in will be sent under the client's you have Check-ins activated for. This date is based on the frequency (monthly or quarterly) you selected for how often you would like a Check-in to be sent. If you would like to send a Check-in sooner than the next scheduled date, use the Send Check-in Now option. Use the Snooze options to send a Check-in at a later date.

 

Check-in History and Portfolio Analytics

Once a client completes a Check-in, you will be able to view their Check-in history. Click the CHECK-INS tab and you'll see how your client has answered previously sent Check-ins. This is a great indicator of how your client is feeling and if based on their responses, a great way for you to know it's time to set up a meeting.

 

 

Below the Check-In history, you'll be able to view the performance of your client's portfolio throughout the periods of time in between when Check-ins were sent and answered.

 

 

 

PRO TIP: The most successful advisors understand how Check-Ins works and use it to engage with their clients in a new way. Check out our Riskalyze Academy Lesson for an interactive tour!