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Sending a Goals Assessment

Updated over a month ago

TIFIN Wealth has several retirement plan journey's that help clients gain insight into how their current savings, investable assets, and financial situation will impact their retirement plans:

  1. "Can I retire when I'm X?"

  2. "What age will I achieve a target portfolio balance of X?"

  3. "Am I on track to retire?"

  4. "What will my portfolio balance be when I'm X?"

The following articles will walk you through the Retirement Goals on TIFIN Wealth.

Completing a Goals Assessment on Platform

  1. Select a client > click Assessments > select Goals:

  2. To take the assessment live on the TIFIN Wealth platform, click the Start button next to any one of the four retirement planning journeys.

  3. TIFIN Wealth's goals assessment uses Conversational AI technology to engage with a client about their retirement plans, focusing questions around the facts of their financial situation.

  4. The questions in the goals assessment capture information around:

    1. Age

    2. Income

    3. Expenses

    4. Savings

    5. Homeownership

    6. Location of residence

    7. Desired age of retirement

    8. Desired state of retirement

    9. Respective information on a spouse (if applicable)

  5. Once completed, click View Your Plan

Sending a Goals Assessment via Email

  1. Select a client > click Assessments > select Goals:

  2. To send the assessment via email or using a custom hyperlink, click the triangle Share icon in the bottom right corner of any retirement journey tile:

  3. Check the box next to Plans and select which retirement journey's you want to send to the client. A single assessment will be sent to the recipient with all the related questions > Click Next

  4. You may add any pre-created custom questions, create a custom question on the fly, or skip entirely > Click Next

  5. Choose to pre-fill the assessment with any information you already know to help your client complete the assessment faster or skip entirely > Click Next

  6. Choose to Send Via Email or Copy Link to the assessment and send from your own email:

  7. If you choose to send via email, your Email Assessment inputs will pre-populate (located in Settings). You can edit the Subject, Message, or Signature as you see fit prior to clicking Send Assessment

Creating a Lead Generation Link for Goals

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!

  1. Go to Settings > Communications > click on Assessment Links

  2. Click Generate New Link in the top right corner

  3. Toggle on the Plan Driver > Choose you Plan > Name your Link > Click Next

  4. You can choose to ask a custom question or skip this step.

  5. Once completed > click Copy Link > embed it marketing emails, on your website, or other high-traffic locations to identify prospective clients!

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