Get A Complete Picture ofClient Financial Personality
Get A Complete Picture of
Identify client financial personality with tools based on The Millionaire Next Door.
Identify Money Attitudes
Capture leads. Uncover attitudes towards saving, spending, and investing.
Coach & Guide Clients
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.