We help advisors understand client money mindset

Advisors: Can you guide the next millionaire next door?

Get A Complete Picture of Client Financial Personality

Identify client financial personality with tools based on The Millionaire Next Door.
Identify Money Attitudes

Capture leads. Uncover attitudes towards saving, spending, and investing.

Gauge Wealth Potential

Understand your client’s personality when it comes to building wealth. Use the results to guide clients in six areas.

Assess Risk Tolerance

Measure risk tolerance by understanding life experiences. Give competency-based feedback to clients.

Financial psychology & Research

Nearly 50 years of data fuels our assessment solutions and survey research.

Download our latest white paper, Understanding Great Investors.