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Frequently asked questions about The Passport Package™
How long do the 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.
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.
How do advisors use these assessments 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.
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.
