Commercial Inquiries
Trivia as a Diagnostic, Not Just a Quiz
Before you can advise someone well, you need to know what they actually understand — not what they say they understand. We build short, low-pressure trivia experiences that surface real knowledge gaps, so the conversation that follows is built on facts, not assumptions.
What We Do
Picture a certified financial planner meeting a new client. Instead of opening with a stack of forms or a formal risk questionnaire, the client plays a short trivia game — a few questions on basic financial concepts, market terms, risk scenarios. It’s not a test to embarrass anyone. It’s a fast, comfortable way to see where someone actually stands, before any advice gets offered.
The same idea works anywhere a professional needs to understand a client or prospect’s real starting point — not just financial planning, but any field where the quality of the advice depends on knowing what the other person already knows.
Why This Works Better Than a Questionnaire
A form asks people to rate their own knowledge — and most people overestimate it. A game shows you the truth:
- People engage differently with a game than a form. Trivia feels lower-stakes, so people answer more honestly than they would on a self-assessment.
- Gaps show up clearly. Instead of guessing where a client’s blind spots are, you can see them directly in how they answer.
- It’s a better first conversation. Starting with “let’s play a quick game” is a warmer opener than “please fill out this intake form.”
How We Work With You
We build the trivia content around the specific knowledge areas that matter to your practice — the concepts, terms, or scenarios most relevant to your clients. You use it as an icebreaker, an intake tool, or an ongoing way to check in on where a client’s understanding stands over time.
Get Started
Tell us about your practice and what you’d want to learn about a client before your first real conversation — we’ll help you build the right diagnostic.