Turn 'is this for me?' visitors into qualified discovery calls — without giving advice.
An educational readiness assessment for independent advisers, planners, and small RIAs. Prospects learn where they stand; you get a discovery-call-ready shortlist — with zero personalized advice on the page.
The pain points we hear from this niche.
- Discovery calls burn 45 minutes on people whose situation doesn't fit what you actually do.
- Contact forms tell you a name and an email — nothing about the goal driving the enquiry.
- You worry about compliance the moment a lead form asks anything specific.
- Warm leads who aren't ready yet vanish because nurture is a manual job.
A useful readout for the visitor, a scored lead for you.
- Short educational questions — goals, timeline, current products, learning style — no advice generated.
- Every result page is editable so it stays inside your regulator's guidance.
- Discovery-call-ready prospects see a scheduling link; warm leads get nurtured educationally.
- Every enquiry lands scored, tagged with source, with a suggested discovery angle for the adviser.
One shared link. Five clear steps.
- 1WhereNewsletter, LinkedIn post, or seminar QR
One shared link every place a prospect meets you online or in person.
- 2It asksGoals, timeline, current products, learning style
Five short educational questions the prospect answers on any device.
- 3Visitor seesEducational readiness read-out + next step
The prospect sees a general readiness read-out — no product recommendation.
- 4You seeAdviser readiness card with discovery angle
You see goal category, horizon, products in place, and a recommended discovery angle.
- 5NextBooking link or educational nurture
Ready prospects book a discovery call; others enter an educational nurture.
An Adviser Readiness Card — educational only.
This is what lands in your Today workspace after a prospect completes the assessment. Goal category, planning horizon, current products, learning style, source, and a suggested discovery angle. No personalized advice is generated for the prospect.
What the assessment actually asks.
Short, plain-English questions your visitor can answer in under two minutes.
- Question 1What's the primary financial goal driving your enquiry today?
- Question 2Roughly how far away is the outcome you're planning for?
- Question 3Which of these products do you already have in place?
- Question 4How would you describe your comfort with market ups and downs?
- Question 5Would you rather start with a short read, a video, or a call?
Every submission comes back sorted into one of three lead segments.
Clear goal, workable horizon, and a preference for a call — send the booking link today.
Real interest but early in the process — nurture with an educational sequence for their goal.
Curious for now — keep in the loop with a monthly educational update.
Matching templates and resources for this niche.
Common questions from this niche
Lead Cues supports educational lead qualification only. Nothing in your assessment, the visitor's result page, or the data you receive constitutes personalized investment, tax, or legal advice. Configure your assessment and result copy in line with your local regulator.
Ready to try it with your visitors?
Pick a template, share one link, and get scored leads with a first-message angle inside a Today workspace.
Lead Cues supports educational lead qualification and does not provide regulated financial, investment, tax, or legal advice.