Call-to-Action Link
- Fast & Easy Onboarding
- Put The Link Everywhere
- Give them a reason to engage
ScenariosX was built allow prospects to self-register, input plan data, & begin playing
There are so many ways to use
Access to Self-Guided Financial Literacy
Website
Social Media
Email Signatures
Physical Materials
Webinars / Seminars
Company Employees via HR
How does it work?
The Call-To-Action Link / Button
The Call-To-Action Link (Registration Link) is standard on every advisor license. It allows the beneficiary of your services to put skin in the game by initiating onboarding and data gathering, saving you time to focus on advice.
Login and go to the User Menu to access "My Account"
Click on COPY LINK
Put it everywhere you would normally show your brand.
View your list of prospects and all the info you would need in one view for easy and simple monitoring
