Send a prospect the FQ Test. They get a detailed report on their financial readiness. You get a qualified lead and the reason for your next meeting. Branding, marketing creatives and 50+ wealth tools are in the same app.
Cold calls ask people for their time. The FQ Test gives them something first: a clear picture of their financial readiness. That is why they answer, and why they want to talk afterwards.
Send your link on WhatsApp, in a post or after a seminar. It carries your name.
Your prospect answers a short set of questions about their finances, on their own phone.
A Financial Quotient score and the areas that need attention: something of real value to them.
And a ready reason for the next conversation: the gaps their own report has shown.
The prospect learns something about their own money before you say a word.
Every gap in the report is a topic for your meeting, raised by the prospect's own answers.
Shared under your name, so every test taken builds your practice, not someone else's.
One link, shared once, keeps bringing in leads from every group and contact it reaches.
The FQ Test comes with the Premium and Corporate plans.
Once the FQ Test brings the lead in, the rest of the app helps you win the client and keep them.
Create, personalise and share ready-made creatives under your own name: 365 images, 52 videos, 12 presentations and 26 templates.
Financial and business calculators for client meetings, including 50+ Wealth Pro tools and simulators on Premium.
Measure your own business preparedness and see the key areas to improve.
A live session every Thursday on markets, business case studies, sales strategy and reading.
Recordings of previous Pathshala sessions, to watch whenever you like: the latest 3 on Basic, 50+ on Premium and Corporate.
Fresh articles and videos to keep you informed and give you something to share.
The NLE BMS App brings lead generation, branding, client tools and learning into one place, so your marketing runs every day, not in bursts.
For MFDs who want a steady flow of new leads, better client tools and consistent marketing.
For professionals who want to improve investor education and advisory communication.
For practices that want five logins, team training and the same lead engine for everyone.
Branding, calculators and client resources for the individual advisor.
The FQ Test, 50+ Wealth Pro tools and premium resources for growing advisors.
The whole app and the FQ Test for your team, with training built in.
Fees are as published by NextLevel Education and are subject to change. Confirm current pricing at the time of joining.
Get the NLE BMS App: the FQ Test to bring leads in, and branding, tools and weekly sessions to turn them into clients.