Add a Retirement Readiness Quiz to your website - Financial Advisor Lead Gen

Attract new clients with our Retirement Readiness Quiz for financial advisors. Quick, engaging, and easy to integrate, it boosts engagement by evaluating retirement preparedness, enhancing your services and client trust.
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How Our Retirement Calculator Works for Financial Advisors

Our Retirement Calculator is designed for financial advisors to use on their websites. It's a straightforward tool that helps you draw in new clients. Here’s how it works:

Collecting Client Info

First, the calculator asks your website visitors a few simple questions about where they stand right now with their retirement planning. This includes their age, how much money they make every year, their current retirement savings, their monthly saving rate, how they think their spending will change after retirement, and their investment style.

Doing the Math

Then, the calculator takes this information and does a couple of things with it:

  • It figures out the potential growth of their investments based on their investment style.
  • It estimates what their expenses might look like when they retire, considering how they think their spending will change.
  • The result is a clear picture showing if they're on track for the retirement they want or if they might need to save more.

Why It’s Great for Financial Advisors

This tool isn’t just about numbers. It’s a way to start conversations. When visitors see their results, they might realize they have questions or want to get a better plan in place for retirement. That’s where you come in.

With this calculator on your site, you're offering value right away. It's easy for visitors to use, and it gives them a reason to reach out to you for more help. Plus, you can customize the calculator to make sure it fits well with what you offer.

In short, it's more than a calculator. It's a way to make your website work harder in attracting new clients.

This is a real widget built with our editor! Try it out 👇
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We offer two options to create and embed our interactive calculator widgets on your website
Self Serve Editor
Build the widget yourself or customize one of our templates using our easy-to-use drag-and-drop editor, starting for free.
Choose our intuitive drag-and-drop calculator builder to easily convert your spreadsheet or idea into a calculator widget on your own. For a firsthand experience of our editor, simply click the button below for instant access to a free demo, with no signup required. You have the option to customize a pre-made template or create a new widget from scratch. To assist you in getting started, we provide simple step-by-step video guides, and our friendly support team is always on hand to help with any questions you might have.
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Calculator Creation Service
Let us do the work! We can build the widget or customize one of our templates for you, saving you the time and effort of doing it yourself.
Choose our 'Done-For-You Service' and simply provide us with your specifications, Excel, or Google Sheets document. Our team will expertly craft a custom calculator using our editor for you, saving you the time and effort of building it yourself. Once your widget is delivered, you'll have the flexibility to make changes yourself using our editor, eliminating the need to hire a developer for every minor tweak. Click the button below to contact us and receive a personalized quote tailored to your specific needs.
Customize and embed our widgets in your website by following our easy, step-by-step video guides. You'll be up and running in no time!
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