As a value builder advisor, there are many ways you can have a prospective client complete the
Value Builder Score.
You can invite a contact to complete an assessment directly from the advisor portal, by adding or selecting an existing contact profile and clicking Get New Score > Invite Contact to Get Score on the drop-down menu.
You also a have personal link available to you under Settings > Personal Links & Signature. This personal link can be used in emails, blog posts, and social media. Alternatively, your company has an embed code, which can be found under Settings > Company Settings > Value Builder Score Embed. This can be placed on an already existing web page or on its own designated page. Please be advised, should you change your company name, both of the above will also change and updates will need to be made.