e:valuateTM
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e:valuateTM
e:valuateTM is a tool designed to help professional advisors quickly understand their clients' personal values and successfully customise their advice.
Personal values
Understanding your clients’ individual personal values will help you as an advisor to quickly develop a clear view of their particular needs and expectations. You will be able to speak their language, making them confident and loyal customers.
e:valuate draws on insights from academic research and develops frameworks and practical steps to help advisors and their clients understand their values and other unconscious biases, quickly and reliably.
No more guesswork
A brief, engaging and thought-provoking online questionnaire that your clients can answer in their own time.
A detailed report emailed to your client, containing insights on their personal values, goals and aspirations to promote some self-reflexion before you meet.
You’ll receive a summary report to help you engage more meaningfully and address your client’s deeper needs and aspirations.
What clients say about the experience
Your ability to uncover people’s needs and wants means you can tailor your offering and meet their needs from the start.
People want to feel understood and acknowledged as unique individuals.
Satisfied clients are likely to stay with your practice over the long term, recommend you to others and invest with you with greater confidence.
Grow your expertise where robot advice will never go and clients will always need: life.