Advizr Express is a versatile prospecting tool to increase the sense of urgency in your potential clients to get help from a Financial Advisor. Follow these steps to embed your Advizr Express survey on your Advisor Website:
STEP 1: Sign up at www.advizr.com/express
STEP 2: Once you sign, up you will receive an email from Advizr Express with the details of your embed code. Copy and paste the two pieces of code into a Support Ticket. Also be sure to include in your ticket where on your website you would like to place the embedded survey.
*Important Note: Some restrictions of using this service may be in place if you are affiliated with a financial institution. Please contact our support team for more details.