An easy way to turn web traffic into meaningful conversations.
Tolerisk works very effectively as a prospecting tool for many of our advisors, and one of the ways in which you can use Tolerisk to land new clients is to embed the Tolerisk assessment on your website.
Follow these steps to add a Tolerisk assessment button to your website:
-
Log in to your Tolerisk account.
-
Navigate to the Investor Worksheets tab on the left-hand menu.
- Click on Create New Worksheet Link.
-
Select the Embed Code option.
-
Copy the generated HTML code.
-
Paste the code into your website’s HTML where you’d like the assessment button to appear.
The video provides a walkthrough of the process -