Take the Quiz

Data Gathering: A Self-Assessment Journey

As a financial advisor, the way you gather and utilize data can be a defining factor in your reputation. Let's uncover potential areas for improvement and modernization in your data-gathering practices.

 
 

Imagine your data gathering process as a well-oiled machine. Is it running at peak efficiency, or are there bottlenecks slowing you down?

Yes
No
 

Congratulations! You're on the right track.

Explore PreciseFP's 9 Best Practices for data gathering

Are you treating each data collection interaction as a unique conversation, tailored to each client's specific needs and preferences?

Yes
No
 

Your personalized approach is commendable.

Consider eliminating irrelevant fields (like co-client for a widow) and personalizing the experience to make data gathering more engaging for your clients.

Do you actively seek feedback from clients to gauge their satisfaction with your data gathering processes?

Yes
No
 

Feedback loops are key to continuous improvement.

Explore examples of client feedback surveys to understand how you can enhance user experience.

Are you prioritizing your clients' goals by capturing them separately from other financial data?

Yes
No
 

Building trust through goal-centric planning is a winning strategy.

Discover PreciseFP's interactive goal discovery engagement to identify and prioritize goals.

Financial Goals Engagement

Are your data collection tools tailored to your brand with your logo, images, signature, colors, fonts, and all the bells and whistles, making it unmistakably 'you'?

Yes
No
 

Anything that lands in my client's inbox screams 'us' - think our logo, pics, signature, colors, and fonts.

Consider injecting your secret sauce into your engagements to ensure they're on brand and truly reflect who you are.

Change the Look and Feel of Your Engagements

Imagine your tech stack as a complex organism, is there a rhythmic heartbeat feeding data to all your other software?

Yes
No
 

A great way to kickstart your prospect process is by utilizing PreciseFP. Start by pushing that good, clean data from PreciseFP to your CRM and financial planning software. If someone already exists in your software, leverage that information to pre-fill a form, and then easily update any changes made.

Are you staying actively engaged with clients throughout the year, beyond a client's review?

Yes
No
 
Calendar for Year-Round Connections.

Continuous engagement builds lasting relationships.

0Score

Risk tolerance results are scaled from 0 to 100, with 0 being the least comfortable taking financial risk and 100 the most comfortable.

Risk Tolerance Very Low Low Moderate High Very High
Score 0 - 42 43 - 50 51 - 62 63 - 70 71 - 100


The results help determine your willingness to lose some or all of an investment in exchange for greater potential returns. Investors generally differ in the amount of risk they feel comfortable taking. While some people embrace risk, others may tend to avoid it at all cost.

Thank you  for taking the time to complete my Data Gathering Quiz.


I will be in touch once I have a chance to review it.


Nora Gallegos

+1 424-901-0654


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BlueHawk Financial Advisors
nora_gallegos@docupace.com
+1 424-901-0654
1Don't know how bad your data gathering process is?2Step 1: Efficiency Check3Step 2: Tailored Experiences4Step 3: Client Feedback Loop5Step 4: Goal-Centric Approach6Step 5: Branding 1017Step 6: The Heartbeat of Your Tech Stack8Step 7: Year-Round Engagement