Navigate to a Client or Prospect profile by searching their name or selecting from the appropriate list.
Select Plan in the left-hand pane > Choose an Assessment > Click “Start” or the paper airplane icon.
Choose start if you’d like to complete the assessment in person with the client or prospect.
Toggle on “Plan” > click Next
Custom Question - select a custom question if you would like (added under General Category) or choose to Skip in the bottom left.
Pre-fill Data– input details ahead of time to help your clients complete the assessment faster or choose to skip in bottom left corner
Choose Delivery:
Copy Link - copy the unique hyperlink and send it directly to the client or prospect
Send Via Email - build a custom email and send assessment link from TIFIN Wealth
Lead Gen link
To capture leads, a unique Goals assessment hyperlink is available to include in marketing campaigns, LinkedIn posts, on your website, or in your signature; an excelled call-to-action for your prospects!
Go to Profile & Settings > Communications > click on Assessment Link
Click Generate New Link in the top right corner
Toggle on the Plan Driver> Choose you Plan > Click Next
You can choose to ask a custom question or skip this step
Once completed > click Copy Link> embed it marketing emails, on your website, or other high-traffic locations to identify prospective clients!
