Go to Your Account and ensure that your profile details have been entered and that you have uploaded your headshot and logo.
You can copy your custom web link to your Snapshot Survey by clicking on the "Your LeadGen URL" button.
You can also see your live Snapshot Survey by clicking on the "See what your leads will see" link.
You should post your link everywhere: your email signature, on your website, your e-newsletter, LinkedIn, and other social media channels that you use. (Many advisors also share the link with existing clients as way to make generating referrals easier.)
When someone completes your Snapshot Survey, you will immediately get an email notification. Log into MoneyGaps and see the new lead in your "LEADS" page (You can access your Leads page from the main menu on the left.)
In the table of leads, you can click on any record to see what the lead saw, and if you scroll down further on that screen, you'll be able to see the answers they provided, too.
To "convert" a lead into a client, click on Start MoneyGaps Analysis to create a New Client page. You can now access their info from the "CLIENTS" page.
