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Frequently asked questions about The Passport Package™
General questions about The Passport Package™
What is The Passport Package™?
The Passport Package™ is a customizable client assessment tool designed for financial advisors to gain deeper insights into their clients’ goals and priorities in just five minutes.
Who is The Passport Package™ designed for?
This tool is tailored for financial advisors, wealth managers, and other professionals looking to improve client engagement, streamline onboarding, and enhance annual review processes.
How does The Passport Package™ work?
Advisors share the assessment with clients, review the detailed data insights, and use the results to create personalized strategies that build stronger relationships and drive results.
How do advisors use The Passport Package™ in their business?
- They’re great for use with prospects before an initial meeting.
- It’s also recommended to use them annually with clients to see which areas are improving and where additional focus is needed.
- Some advisors use them in workshops with prospects.
How long do The Passport Package™ assessments take?
On average, it takes less than five minutes.
What's the difference between the two assessments?
- Your Expansion Passport® is for those under the age of 45.
- Your Walkaway Passport® is for those over age 45.
Feature and benefits of The Passport Package™
What are the benefits of using The Passport Package™ with clients and prospects?
- The passports are an easy way to add value beyond the financial realm to encompass all areas of life.
- It helps build relationships, support retention, increase referrals, and grow revenue.
- It provides data to drive marketing and messaging to attract more of your ideal clients.
Are they white-labeled for my business?
Yes! You can put the assessments on your website and the reports include your branding and compliance language.
What else is included in The Passport Package™?
- Custom data dashboards, along with quarterly reports.
- Access to fully developed workshops.
- Client and prospect tools.
- Strategy and coaching calls.
What makes The Passport Package™ different from other tools?
Unlike generic assessments, The Passport Package™ is completely white-labeled, customizable, and designed to uncover actionable client insights quickly and effectively.
Can The Passport Package™ help with lead generation?
Absolutely! Use the assessment to engage prospects, generate leads, and demonstrate your value before they even become clients.
How does The Passport Package™ improve client relationships?
By understanding clients’ true priorities, advisors can tailor their strategies and provide meaningful solutions that resonate on a personal level.
Customization and Compliance
Is The Passport Package™ customizable?
Yes! The assessment is white-labeled with your branding and embedded right into your website, ensuring your business remains front and center while you’re seen as the expert.
Is The Passport Package™ compliant with industry regulations?
Yes, our team provides guided support to help you submit the assessments for compliance approval, making the process seamless.
Technical Questions
How easy is it to use The Passport Package™?
It’s as easy as 1-2-3: share the assessment, review the insights, and put the results into action. We also offer onboarding support to get you started.
Is The Passport Package™ compatible with other tools I use?
Yes, the insights can be easily integrated into your existing workflows, making it a versatile addition to your practice.
Success stories and ROI of The Passport Package™
What kind of results can I expect from using The Passport Package™?
Advisors using The Passport Package™ have reported faster prospect conversions, improved client retention, increased referrals, and stronger overall business growth. See success stories of The Passport Package™
How can The Passport Package™ help me stand out from other advisors?
By using a cutting-edge tool to provide personalized, data-driven advice, you’ll demonstrate value in a way that sets you apart from competitors.
Getting started with The Passport Package™
How can I get started with The Passport Package™?
Simply try a free demo of The Passport Package™ to see the tool in action and learn how it can transform your practice.
What kind of support does C&J Innovations provide?
Our team offers onboarding support, compliance guidance, and ongoing resources to ensure you get the most out of The Passport Package™.
