Not only does Riskalyze help you win new clients by analyzing a prospect’s statement; it also helps you generate new leads as well! Advisors can embed a version of the Risk Questionnaire into their site, and use it to generate new leads.
We've found that the Simple Questionnaire is an excellent lead generation tool. As such, when leads click the button on your site, the Simple Risk Questionnaire will pop up. At the end of the questionnaire, the call to action offers to have you call them to see if their portfolio “fits their risk tolerance.”
Each time a lead completes the questionnaire, Riskalyze will send you an email notification. You can then log into Riskalyze to see the lead’s contact information, Risk Number Details, and start building a suitable Proposed Portfolio, all in advance of your first meeting!
Start by heading over to the ≡ icon (top right of your screen) -> Settings -> Lead Generation.
Then select the link that you'd like to use, ie. "Untitled Link".
Under Customize Button, you’ll be able to create a button with customizable text, color, and size:
Once you’ve customized the button to your liking, click Copy Code and paste the code into an email to your web designer.
Use the Hyperlink along with a button image (or a plain text link) if you need an alternative to the scripted approach that Customize Button option uses — for example if your web designer requests a plain hyperlink to the questionnaire.
Here’s an example that opens the questionnaire in a new tab (replace INSERT_HYPERLINK_HERE with the actual link from your Riskalyze Settings page):
<a href=”INSERT_HYPERLINK_HERE” target=”_blank”><img src=”INSERT_IMAGE_PATH_HERE” alt=”Free Portfolio Risk Analysis” /></a>
Advanced Options: Additional links are offered for use with custom coded buttons and links that your web designer may wish to create. Copy and paste the code from Steps 1 and 2 into an email to your web designer if they request it.
Regardless of which option you end up using, don’t forget to be creative in how you use the Lead Generation Questionnaire! Some of our advisors run advertising campaigns that point people directly to the questionnaire. Others write a custom label for the button to make it fit their marketing campaign.
Read more tips on Utilizing the Lead Generation Questionnaire.