Here is an example video of how you can embed the questionnaire link on your website, and additional information on how to use our questionnaire to drive new leads to your practice.
Many advisors will embed the YourStake questionnaire on their website, allowing prospects to take the values questionnaire. Prospects will be prompted to enter in their contact information at the end of the questionnaire so you can reach out. Below is an example video of how you can embed the link on your website, as well as a screenshot of a live example. Other advisors also put the link to the questionnaire on their LinkedIn profile and their email signature.
Here is an example email you can send to a prospect that fills out the public questionnaire:
"Hi ____, I saw you filled out our questionnaire to help you align your portfolio with your values! It looks like you're a [planet protector and human rights defender] -- would you be interested in a conversation about how you can refine and reflect those values in your portfolio? As a bonus, if you want to see how your investments are currently aligned (or misaligned) with your values, I'll be happy to run a complementary analysis for you"
Watch the video tutorial
Example of the link on a users website: