video1.0<iframe src="https://www.loom.com/embed/8bd0242729de4d97b4b25795cce271e4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/8bd0242729de4d97b4b25795cce271e4-32eafbbd0fb7c07e.gif391.119In this video, I walk you through how to utilize our Wealth Platform within Perceptive to conduct five-minute Wealth Assessments for participants. This process not only demonstrates value but also helps identify potential wealth prospects for cross-solving conversations. I demonstrate how to create a secure access link tied to a company, which can be integrated into the enrollment process. After participants complete the questionnaire, their information is automatically organized within our system, allowing for meaningful follow-up conversations. I encourage you to implement this feature to enhance your engagement with participants and leverage potential wealth opportunities.