But at this stage, it’s still too soon to discuss specific products. Now’s when a solution like a broad-based survey might help. Similar to the way it’s handled in TurboTax, asking question about specific aspects a person’s life can help – marital status, whether they own a home, have children, are planning for retirement or have a pet are all good examples.
These basic answers serve as a starting point, allowing a professional to dig deeper and determine what goals the client may have, either related to these or any number of other life circumstances. Another benefit: as professionals use a survey like this, they can use the data later for analysis across an entire client pool. When a new product launches, they can easily reference this data in targeting proactive recommendations to those clients who might benefit most.
