How to send the Your Life Survey to clients [How-Tos]

To send the Your Life survey to your clients, find their Household and click on their name

In the Adviser's view tab of the Workbench you will see the Life module activity panel. Expand that by clicking the down ⌵

You will then see the options to email the survey directly to the client or copy their unique link.

To send via email on the platform:

• Click the Email Survey button

• Toggle on/off it either include or exclude client connections and financial fact find
• Click Done and a notification in the lower left-hand corner will confirm that it has been sent.

Your client will then receive this email:

Hi {Client Name},

At {Practice Name}, our process helps to align your finances with what you value in life, so that we can empower you to live your best life. To help prepare us for our meeting, we would like you to complete a quick survey so we can better understand where you are in life.

It takes less than 10 minutes to complete and it is vital that both you and your partner answer independently. So, no cheating, answer instinctively and don’t overthink it!

Complete your survey now

Once you have completed the survey, we will review your answers and identify areas where we can help you take steps towards living your best life, increasing your confidence in achieving your dreams and empower you through SMART financial goals.

We look forward to working with you and helping you live your best life.

Kind regards,

{Adviser Name}

To copy the unique link and send it to your client via your own communication (email, text etc). Simply: 

• Click the Copy link button
• Toggle on/off it either include or exclude client connections and financial fact find
• Click Done 
•  Paste where desired

An adviser can also start the Life journey from the Client page and copy the link to send the survey,.