ScoreMy's Lifestyle Wheel helps Financial Planners to easily identify areas where clients can improve their lifestyle and financial well-being by asking them to rate how they feel about ten key areas of their life.

The statements are posed in a non-judgmental way, designed to deepen conversations and further demonstrate your desire to help them achieve the best life possible with the money they've got.

Once the online scorecard has been completed, your client will receive a graphical representation of their lifestyle highlighting areas for improvement, including physical and emotional health, relationships, time, money and personal fulfilment.

Following consultations, your clients can repeat the process and this would usually show improved scores for each key aspect of their lifestyle - a tangible demonstration of the positive impact your counsel has had.

You will also be able to benchmark your clients' scores with the average scores of all other ScoreMy Lifestyle Wheel subscribers.

What you'll get:

✔️ Powerful scorecard that records increasing satisfaction from clients 

✔️ Secure links to send to clients with secure feedback of results

✔️ Opportunity to embed the ScoreMy scorecard into your website

✔️ Access to Member Portal with ideas to maximise your results

✔️ White-labelled blogs and articles to direct prospects to your scorecard

✔️ Tips and ideas to maximise your marketing efforts

✔️ Invites to member webinars

✔️ Member tips and forum

Our Refund Policy

This is a no-risk offer. If within 30 days you are not happy for whatever reason with your purchase we will provide a full refund.