The Willing Wisdom Index™
For as little as $10 per access code, “The Index” enables you to engage current HNW clients and earn new ones.Order Now
Send access codes to your clients and invite them to receive their Willing Wisdom Index™ report.Learn More
What is the Willing Wisdom Index™?
The Willing Wisdom Index™ is a powerful new online tool that helps US and Canadian advisors attract and retain HNW clients aged 50 and older by focusing on the $2 billion a day inter-generational wealth transfer market.
It’s a prospecting tool for advisors to on-board HNW and UHNW individuals who are either without an advisor or it serves as a wedge tool to separate a prospect from their existing advisor who is offering little or no estate planning value.
With over 137 million US and Canadian adults without a legal will, there is a high percentage of HNW clients who are receiving little or no estate planning support.
The tool also helps build relationships with your client’s children before they inherit – a priority given that 90% of inherited wealth moves to a new advisor.
How does it work?
Step 1: Advisors who subscribe to the Willing Wisdom Index™ receive access codes that they can then email to clients or prospects inviting them to receive their own personalized Willing Wisdom Index. We even write these emails for you.
Step 2: The client or prospect enters their access code on the Willing Wisdom Index™ website and instantly receives their questionnaire.
Step 3: Upon completion of the 12 minute questionnaire comprised of easy Yes/No questions, clients and prospects receive their score out of 100. They also receive concise recommendations along with a detailed 15-page personalized report.
Step 4: Clients and prospects are encouraged to email their results to their advisors.
Step 5: Finally, advisors follow up to arrange a meeting to discuss the Willing Wisdom Index™ results. The tool gives advisors the opportunity to talk about their passion for helping clients with their estate plan and gives prospects a feel for the advisor’s personal approach to financial planning.