Learn how to send a questionnaire to a prospect with new dynamic prioritization features to help you stay aligned with your prospects top priorities and present your recommendations in a super personalized way.
Sending a FiduciaryRx™ Questionnaire to a Prospect with Dynamic Prioritization
Articles in this category
- FiduciaryRx™ Dashboard
- Creating Customized Question Profiles in FiduciaryRx
- Understanding the Plan Sponsors Section
- Understanding the All Reports Section
- Creating a Fiduciary Wellness Score™ and Report
- How to Understand and Position the Fiduciary Wellness Score™ and Report
- Firm Admin vs. Firm Users in FiduciaryRx™
- Accessing the Help Center for Learning and Support
- Updating Questions When A Report Is Still In Draft Mode
- Adding Historical Dates for Prior Client Scores