Quiz marketing for financial professionals

On demand

Please register to watch this session.


Humans are fascinated with themselves. That’s why so many people just have to know what Disney princess they are. But, while these sorts of personality quizzes may seem like fluffy gamification on trivial things, quiz marketing is actually a significant opportunity for financial professionals. Personality quizzes are particularly effective at gaining engagement. Many people are under more financial pressure than they’ve felt in years due to rising interest rates and increasing costs, and they may be open to a second option in their finances. Get the attention of new potential clients, and further engage your existing clients by putting quiz marketing to work for you.


Here are some other benefits of quiz marketing.

✔️  Leads are never really cold; you get insights from the quiz results

✔️  Existing clients can also be further engaged with quizzes

✔️  Clients and prospects are prone to sharing quizzes with others if they find them interesting

✔️  Quizzes are non-threatening and offer value to the taker

✔️  Quiz results can be used to qualify leads


In this session we’ll cover:

✔️ How to get started with quiz marketing

✔️ Strategies to market your quiz

✔️ Best practices to follow up on quiz leads

✔️ How to connect your quiz lead flow to your existing process


Who should watch?

⭐ Financial professionals

⭐ Investment advisors

⭐ Insurance advisors

⭐ Associate advisors

⭐ Assistants to financial professional

Presented by


Stephanie Holmes-Winton

Stephanie Holmes-Winton is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001 to 2011. She then sold her practice and took her concept to start a training program for other advisors.


In 2013, Stephanie launched the Certified Cash Flow Specialist designation program (which qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt: Defusing the Debt Bomb, and $pent. She’s also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.