Investment Risk Profile Quiz: Get Leads as a Financial Advisor
To run and grow your financial advisory business smoothly, you can’t continue to rely on word of mouth or put in all the effort on a 1:1 basis, like keeping up with random sales calls and outreach.
You need a system to reach more people, learn more about them, and make them the right offer at the right time, so you only talk to hot prospects.
It all starts with an investment risk profile quiz, the perfect lead magnet for financial advisors.
We’ll show you how it’ll revolutionize your lead generation, how to create one with ScoreApp, and how to use it to get more clients, automatically.
Why an investment risk profile quiz will boost your lead generation as a financial advisor
The landing pages of traditional lead magnets (like downloadable PDFs) only convert at 3-10%. ScoreApp quizzes, on the contrary, average a whopping 30-50%. But why should you focus on an investment risk profile quiz?
An investment risk profile quiz attracts the right audience
Unless you want to keep wasting time on fruitless calls and back-and-forths, you don’t need “more leads”: you need more of the right ones.
So, rather than a generic lead magnet that brings you freebie-seekers and uncommitted prospects (like a basic PDF or a quiz that’s only about engagement), you must create a targeted resource.
A risk profile quiz is perfect because:
- It speaks directly to your target audience and meets them where they are right now (= current or future investors actively looking for guidance)
- It solves an initial problem for them, like feeling stuck because they don’t know how to start investing
- It offers them self-discovery or helps them make an informed decision
So, they’ll want to sign up for it!
And make sure you ask for their contact details in exchange for their results. With ScoreApp, you can choose to do that before they access your quiz. That way, as well as staying in touch with all your new leads, you can retarget anyone who abandons it without completing it.
Example of an investment risk profile quiz
Launch a quiz titled “What’s Your Investment Risk Tolerance?”
Ask strategic questions to uncover your audience’s risk profile but also their budget, motivation to invest, and main challenges.
Your quiz will then tell them if they’re a Conservative, Moderate, or Aggressive Investor, including some insights and context (what does this profile mean in practice?) and the best types of investment for them.
The call to action? Booking a complimentary consultation to explore them together.
It segments clients for personalized financial advice
You know this better than us: financial planning isn’t about one-size-fits-all solutions.
Your clients have different goals (for example, are they investing for retirement or to accumulate wealth now?), risk appetites (from conservative to aggressive), investment horizons (are they looking to invest in the short-, medium-, or long-term?), and budgets.
When you try to uncover all this on a 1:1 basis, you waste a lot of time and energy, especially because you end up speaking to many uncommitted people along the way.
Instead, your risk profile quiz can ask those questions for you. It’ll then segment your leads into groups depending on their answers and collect valuable data.
You can use it to pre-qualify them, personalize your automated nurturing sequences (more on that soon), and guide your conversations.
Segmentation example through an investment risk profile quiz
Your quiz will assign the most relevant profile depending on each participant’s answers, and you can include some investment recommendations on their results page. For example:
- “Conservative Investor”: they prefer low-risk options offering steady, small returns. So, they should consider savings accounts, bonds, stable dividend stocks, and other long-term strategies
- “Moderate Investor”: since they’re happy to balance risk and reward, they could build a balanced portfolio with bonds, index funds, and mid-risk stocks
- “Aggressive Investor”: because they’re willing to take higher risks for higher potential returns, they could explore growth stocks, startups and private equity, and cryptocurrency
You can also tailor your calls to action based on their profile and main challenge or goal, like “Book a session to plan your low-risk investments”.
It builds trust and establishes authority
It’s not enough to show people whether they’re ready to invest and what type of investor they are. The goal is to compel them to do that with your help!
So, you must also build trust and stay top of mind. Luckily, an investment risk profile quiz makes this a breeze. It will:
- Set you apart from other financial advisors
- Position you as a knowledgeable expert
- Show your leads you care about helping them make an informed decision, identifying the best next step or investments for them instead of following a cookie-cutter approach
- Feed into your financial advisory services, which will become the obvious next step
How to create an investment risk profile quiz with ScoreApp
Now that you know exactly how it’ll make your life easier while boosting your business, let’s plan the right risk profile quiz for your brand, goals, and target clients.
1. Choose a strategic angle for your investment risk profile quiz
The sweet spot is a quiz that’s appealing to your target clients (so, who are they, specifically? What are they struggling with, and what motivates them to invest?) and that feeds into your services.
Examples of investment risk profile quizzes
- “Calculate Your Risk Profile” – Show your audience if they’re a conservative, moderate, or aggressive investor
- “Are You Ready to Invest?” – Is it the right time? And have they got the right budget?
- “What’s Your Retirement Plan?” – Focus on long-term financial security
- “Should You Opt for Short- or Long-Term Investment?” – Determine your leads’ profile to recommend the best approach for them
2. Write the right quiz questions
Your quiz questions have two jobs: keeping your target clients engaged and collecting the data you need to segment and pre-qualify them.
- Stick to 5-15 questions, both behavioral and financial
- Make them crystal clear, and avoid jargon that would confuse first-time investors
- Play with a mixture of formats but prioritize easy-to-answer questions like yes/no and multiple-choice
Examples of questions for an investment risk profile quiz
- “How do you react when the market drops 10% overnight?”
– I panic and want to sell everything immediately
– I get nervous but try to stay patient
– I never worry because I focus on long-term growth - “What’s your biggest financial goal over the next five years?”
– Save enough money for a house down payment
– Generate passive income to elevate my lifestyle
– Grow my investments to retire early - “Have you invested before?”
– Yes and I’m fairly experienced
– Yes but I didn’t know what I was doing
– No but I’m ready to start
With ScoreApp, you get plenty of templates and question formats to choose from.
3. Design useful quiz results
Go beyond a standalone “Your profile is Conservative Investor” or “Your score is 82%”.
- Deliver on the promise made through your quiz title, including valuable insights and context
- Share some tips, like the types of investments they should focus on and why
- Tell them what to do next, like booking a consultation with you (we’ll cover this in the next section)
With ScoreApp’s customizable templates, you can set up dynamic and personalized results pages for each profile or score range.
How to convert the leads from your investment risk profile quiz into clients
With a quiz, you’ll get more eyeballs and email addresses. With a strategic ScoreApp quiz? More paying clients, too! Here’s how to maximize your conversions.
Offer them an investment consultation
Someone’s just taken your quiz and they’re reading their results page? Now that you have their attention, it’d be CRAZY not to offer them a relevant call to action!
For example, you could invite them to book a free or paid consultation to create the right plan for their investment risk profile.
And why not include some reviews from your existing clients, to compel more people to take action?
Nurture your new leads in a personalized way
Some quiz participants will book that consultation but most will need to think about it a bit more, especially if they’re new to your world. The good news? You don’t have to keep chasing them manually.
When you connect your ScoreApp quiz with your CRM or email marketing platform, you can automate a personalized email sequence for each segment (for example, based on their investment risk profile).
This nurturing sequence is like a bridge between them taking your quiz and booking a consultation or investing in your services. As for what to include, consider:
- Focusing on each lead’s biggest challenge and goal
- Sharing additional tips and resources, like a free investment guide
- Inviting them to your webinars and portfolio planning sessions
- Sending sales-enablement content like blog posts and videos debunking their misconceptions and easing their fears
- Building trust through case studies and client results
- Sending them the most relevant call to action with a personalized message, inviting them to book a call or schedule an in-person meeting
Launch your investment risk profile quiz with ScoreApp
No more waiting for word of mouth or doing all the work manually and during calls. Unlike generic PDF lead magnets, your risk profile quiz will allow you to:
- Reach more of the right people
- Segment them and nurture them in a personalized way
- Position a consultation with you as the logical next step, turning more leads into paying clients
And with ScoreApp, you can do this automatically after connecting your quiz with your CRM or email marketing platform.
The first step to building a system that’s always working in the background for you? Setting up your investment risk profile quiz today and for FREE.
