Your Life [Product Guide]
- Jude Petilla
Analytics
The Your Life module is a survey tool that you can send and use with your clients to lay the groundwork for the Values conversation whilst collecting an understanding of the importance of the 8 Dimensions of Wellbeing to the individual client and insight into that point in time as to how the clients believe they are tracked to living their best life.
Watch a full walkthrough of the Your Life Module:
By watching the video, you will learn:
How to send the Your Life survey
Your client's experience in completing the survey
The results and where to find these
How to understand the results and use these with your client
Where to find further client information
To use the survey, send it to your clients from your workbench in Lumiant.
You can send the survey as an email direct from the platform
You can copy the client's unique link to send in your own customised email
Or you can customise a survey link using Your Surveys
Once the client completes the survey, they will see a summary of their results presented to them including:
Your Life Score
Top 2 areas of success
Top 2 Areas to improve
As an adviser, you will see the results under the Your Life section in the client's Dashboard.
With their full input displayed in the household matrix:
You can use the results as a starting point in understanding how they are currently feeling and what dimensions of wellbeing are important to them. The Your Life survey will help celebrate success by highlighting the client’s top 2 areas. The survey results will also show what top 2 areas the client could improve with supporting suggested talking points to help facilitate the Values and Goals conversations. The matrix will show you where they sit as individuals and where they may differ within a household.
To see all the questions your client will be asked, take a look here: https://finlife.atlassian.net/servicedesk/customer/portal/3/article/1620476033
How to Send the Your Life Survey to Clients
Sending Options:
Copy and send a unique link:
Navigate to the client’s Household and click their name.
In the Adviser’s View tab of the Workbench, expand the Life module activity panel.
Click Copy Link in the Life module activity panel.
Toggle to include or exclude client connections and financial fact find.
Click Done and paste the link into your preferred communication method (email, text, etc.).
Advisers can also initiate the Life journey directly from the Client Page and copy the link to share.
Email through the platform:
Navigate to the client’s Household and click their name.
In the Adviser’s View tab of the Workbench, expand the Life module activity panel.
Click Email Survey and customize the settings by toggling to include or exclude client connections and financial fact find.
Click Done to send. A notification will confirm the survey has been emailed.
Additionally, you can also send the survey by going to the Your Life module and clicking on Email survey again for [client].
Your client will then receive this email:
Hi {Client Name},
At {Practice Name}, our process helps to align your finances with what you value in life, so that we can empower you to live your best life. To help prepare us for our meeting, we would like you to complete a quick survey so we can better understand where you are in life.
It takes less than 10 minutes to complete and it is vital that both you and your partner answer independently. So, no cheating, answer instinctively and don’t overthink it!
Once you have completed the survey, we will review your answers and identify areas where we can help you take steps towards living your best life, increasing your confidence in achieving your dreams and empowering you through SMART financial goals.
We look forward to working with you and helping you live your best life.
Kind regards,
{Adviser Name}
By leveraging the Your Life Survey, advisers and clients can collaboratively build a path to achieving their goals, improving overall wellbeing, and creating a fulfilling, balanced life.
FAQ: How do I capture additional notes for the clients' Your Life survey output
You can navigate to the Your Life module under a client (Household > Adviser Tab > Client Tab > Your Life) and click on the + icon in the notes section to capture any detail that the client has provided to you.
Related articles:
Learn more about Reviewing Your Life results with your clients [Best Practices]
or Exploring Your Life Module: Unveiling the Questionnaire [Product Guides]