Editor’s note: Xinfei is a financial advisor who uses a financial satisfaction scoring system called 360-HappiU^® to overcome a prospect’s skepticism

What are some of the struggles you face?

I find it challenging to set in place a system to prospect and engage my customers. Recently, my company introduced a financial satisfaction scoring system within a simplified financial review. It turned out to be an effective prospecting system for me. Best of all, I find it simple and easy to stick to.

How did your customers and prospects find it?

They found it refreshing as they have never reviewed their finances in this manner before. One of them even sent me a screenshot of her financial satisfaction score and appreciated how intuitive it was to understand ….