What is GDXiQ?

It’s Wealthcare’s client-driven prospecting and information gathering tool designed to provide advisors with the baseline client information needed to begin building a GDX360® working plan.

Who do I use it with?

Any new prospects you have…..

Use your advisor specific URL to invite new prospects to register for the client portal and complete the questionnaire (after they complete it, they will be added to your dashboard as a new prospect)…..

…..use our Marketing Collateral with social media and email prospects…

…..use our 6-week email drip campaign with lead gen lists…

….or follow the steps in our attached GDXiQ Advisor guide to send an individual prospect the Investor Questionnaire to get them started creating their new Comfort Zone® working plan.

Any clients without a GDX360 Plan…..

Use our Investor Questionnaire email to invite clients to complete the questionnaire and register for their client portal…..

…..use their questionnaire information to complete a GDX360 simplified working plan (recommended plan only) with only a few steps needed by you…..

…..send the client a follow-up email once you have reviewed their questionnaire that includes an introduction to the GDX360 3-step process (life planning, financial planning, and investments) and the Comfort Zone.

MARKETING COLLATERAL

Use our Social Media ads as a fast and cost-effective way of connecting you to your ideal audience.

Use these smaller Banner ads to make the most of your email to a potential prospect.

Use the 1-Pager to educate your clients on Goals Driven Investing, the Comfort Zone®, and the 3 step Wealthcare Process (Life Planning, Financial Planning, and Investing). It also lets them know the course of action necessary to put their GDX360 plan in place (GDXiQ, Discovery Conversation, and Comfort Zone).

Banner Ad 1

Banner Ad 2

Banner Ad 3

Banner Ad 4

GDXIQ 1-Pager

To customize the GDXiq marketing collateral, email marketing@wealthcarecapital.com.

6 WEEK EMAIL MARKETING DRIP CAMPAIGN

Deliver powerful automated messages to your targeted audience at the right time with our GDXiQ drip marketing email campaign.
The primary goal of this 6-week campaign is to send highly relevant emails to attract the right prospects to help you convert them to clients.

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Contact Wealthcare’s Marketing Department to customize your email campaign.

QUICK REFERENCE GUIDES AND FOLLOW UP EMAIL SAMPLE

The Advisor QRG will guide you in enabling your client portal widget, providing access to a client or prospect, and converting the completed IQ into a plan/profile in GDX360.
The Client QRG was created to assist the client in completing the IQ. The tool itself is quite simple and this guide should not be needed in most cases.
The Follow-Up email was created so you can let prospects know that you have received their completed questionnaire, a little bit about the GDX360 process and that you will be reaching out to them shortly to set up a meeting.

Advisor

Client

Sample Follow Up Email