Send one link. They answer in 4–5 minutes. You get their buying triggers and top 3 objections. You walk in already knowing how to close them.
Most advisors go in blind. You won't. You'll know their fears, their decision style, and exactly what they need to hear.
Streamline discovery. Build instant trust. Clients leave thinking, 'They really understand me.'
Know exactly how motivated they are. Speak their language. Hear 'Yes, let's work together' more often.
Know if they decide with their head, gut, or social proof. Present in their language. Objections disappear.
Know which prospects are real buyers before you spend another dime. Stop wasting marketing dollars.
Open with a line that references their story. They feel seen. Trust starts in 60 seconds.
Know their top 3 objections before they voice them. Have perfect responses ready. Smooth, confident closes.
The moment they submit, you get their complete psychological profile. Here's what's inside.
The core identity pattern shaping every money decision your prospect makes — before they even sit down with you.
The primal driver beneath their stated goals. Knowing this lets you speak to what actually moves them.
Structured predictions of what they will say, why they will say it, and the exact bridge to your next appointment.
Whether they decide analytically, intuitively, or through social proof — so you present in the language they trust.
A 1–10 readiness indicator based on their responses, so you calibrate your pace to their actual position.
A suggested opening that references their specific financial story — making the first 60 seconds feel like you already know them.
mapped from a single 4-minute assessment
setup is instant — share your link the same day
no login, no profile created, no data shared with them
no contracts, no minimums, no hidden fees
Choose your path. Each advisor type wins differently.
Ready to close more deals without painful discovery calls. Cut discovery time in half. Win more.
Skip the painful self-discovery phase. Know what to say from day one. Build confidence fast.
Give your team an unfair competitive edge. Standardize closing conversations. Scale your impact.
Standardize closing conversations across your firm. Elevate every advisor. Grow revenue together.
No contracts. Cancel anytime.
1 advisor
per month
2 advisors
per month
Up to 5 advisors
per month
We're confident you'll close more deals. Here's how we back that up.
Start today. Create your first quiz link in 2 minutes. Send it to a prospect. See your cheat sheet. Experience the system firsthand. No credit card required. Cancel anytime.
If you don't see value in your first 30 days—if you don't feel more confident in your meetings or close more deals—we'll refund 100% of your payment. No questions asked. No fine print.
Join 500+ advisors who are already closing more deals. We stand behind our system because we know it works.
Everything you need to know about getting started.
All prospect data is encrypted end-to-end. We never share data with third parties. We're fully GDPR compliant. Prospects don't create accounts or leave digital footprints. Their information exists only in your cheat sheet, accessible only to you.
End-to-End
Encrypted
GDPR
Compliant
30-Day
Guarantee