Nerd's Eye View on Kitces.com
Gaining Better Understanding of Client Personality, Attitudes, and Values Using Psychometric Assessments
"Beyond serving as traditional risk tolerance surveys, psychometric assessments can also help advisors to understand a client’s communication style, personality, and saving and spending behaviors more objectively and at a deeper level than their own subjective judgment (which can be fraught with biases and sometimes even knowledge gaps of the client’s personal circumstances)."