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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.

Want to learn more about building stronger client relationships?

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