Frequently Asked Questions

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 do advisors that are using The Passport Package™ say about it?
  • “This turnkeys 90% of a financial plan.” – Dan Whittenburg, CFP®, AIF®, CBEC®, MBA
  • “I would recommend this to literally everyone in our industry.” – Peter Maller, MBA, CFP®, AEP® 
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 is the investment?

Full details here

For more information or to schedule a time to talk, please contact:

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