Can you identify the wealth-building potential of your prospective or potential clients? Is the coaching and financial mentoring you give to your clients based on an objective measure of their wealth-related behaviors?
We are very pleased to announce the release of our new research report, Financial Behaviors & Wealth Potential. The report describes how using behavioral-based assessments can identify and develop one’s potential for building wealth. Applied broadly, measuring Wealth Potential can allow large institutions and firms examine potential across their client base, allowing them to target products and services. For the individual advisor, measuring client wealth potential is the first step in establishing a relationship that encompasses coaching based on behaviors, rather than attitudes and personality.