Learn how to use the values questionnaire to discover client values with this guide
Goals of the YourStake questionnaire
- Helps to introduce the topic of ESG to clients and prospects
- Leads to great conversation
- Helps for discovering a client's (or prospect) top values
Should I send the questionnaire to clients or go through it with them?
We recommend going through it with them, or embedding the questionnaire link in your website for lead generation
There are use-cases of advisors winning clients just by going through the questionnaire and listening better.
This process may help you to form deeper bonds with clients.
How do I embed for led generation?
From the Prospects page, copy the questionnaire link and embed into your website(s) or your email signature line.
How long does the questionnaire take?
1-30 minutes. You can make it quick or really dive in.
Does the questionnaire show me all values my client cares about?
The questionnaire is designed as a starting point- it is not comprehensive. In some cases, advisors may want to review the questionnaire results with a client and add more customization where needed.
How to describe the questionnaire to a client when sending it to them?
The questionnaire is designed to be engaging and to provide for a structured process to learn about your values. It is not all encompassing, but rather a great starting point in determining value(s) and in non-judgmental.
What happens if the client struggles to answer a question?
This is a great opportunity to engage with the client on their rationale or what is making the question(s) difficult to answer as the questionnaire is not intended to make any assumptions or judgements.
Who should I go over the questionnaire with?
It is always good to go over the questionnaire with prospects - at the very least you can customize impact reporting, and at the most you can build a custom portfolio
Note: For existing clients and reviewing their portfolio...
If you will be making changes to their portfolio as a result of the questionnaire, then it's great.
If you are not making changes to their portfolio, we suggest not to send the questionnaire to them, as this might give the client the impression that you will be (or are planning on) making a change to their portfolio.