Check-ins is an automated behavioral coaching tool that allows advisors to take the pulse of clients each month (or quarter). Check-Ins delivers incredibly valuable sentiment data that the advisor can use to help preempt reactive decisions and surface the right clients to talk to at the right time.
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."
In this article:
- Enabling Clients for Check-ins
- Sending and Snoozing Check-ins
- Client Labels
- Frequently Asked Questions
Enabling Clients for Check-ins
Before you can enable Check-ins for a client, you need to have four key elements: an active client, a current portfolio, a non-cash allocation, and an email address. If you have those elements in place for your clients, you can start by navigating to Clients > Check-ins in the header navigation.
This dashboard shows your client list, which clients have Check-ins enabled/disabled, and their most recent check-in.
To enable a client for check-ins, simply click on the client name and enable them from the side panel.
Note: In order to enable a client for check-ins, they must be marked as active and have an email on their client profile.
Before sending a Check-in, you might want to change 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.
You can edit your default commentary by clicking on the Check-ins Settings button on the far left side of the screen. You’ll also want to determine the frequency in which you would like Check-ins to go out. You can select Every Month or Every Quarter.
Sending and Snoozing Check-ins
To start sending check-ins, click on a client that has Check-ins enabled, and click “SEND NOW.” Your first check-in will be sent off and your recurring cadence will now begin for that client. You can also use this client panel to snooze a check-in or disable check-ins entirely.
You’ll notice four colored labels under the “Client Sentiment” column. We’ve built these to make it even easier for you to take quick action when a client checks in.
- The “Happy” client has responded positively to both questions — green, green.
- The “Confident” client is nervous about the market, but feeling good about their plan — red, green.
- The “Anxious” client is a very interesting combination, because they were positive about the markets, but anxious about their own plan — green, red.
- The “Fearful” Client has responded negatively to both questions — red, red.
Check-in History and Portfolio Analytics
Once a client completes a Check-in, you will be able to view their Check-in history when you click on a client from the Check-in home. 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.
It’s not just you that gets great data when a client fills out their Check-in. They’ll also see some adaptive analytics to help them understand what is ‘normal’ for their portfolio, you can include a dynamic message to build a strong foundation between client reviews.
PRO TIP: The most successful advisors understand how Check-Ins work and use it to engage with their clients in a new way. Check out our Nitrogen Academy Lesson for an interactive tour!
Frequently Asked Questions
Why are my clients not receiving scheduled Check-Ins?
Most of the time, we’ve found that these emails may be going to a spam folder. We recommend suggesting they add @nitrogenwealth.com to their “safe sender” list.
Below are some helpful links on how to accomplish this with Gmail and Outlook:
If you’re still having trouble with this, please contact firstname.lastname@example.org