Assess clients on key behaviors that can impact their potential for building wealth, financial attitudes and values, and patterns of experiences in spending, saving, investing, and planning.
Anticipate how your clients will react in down markets. Understand their potential to build wealth. Each assessment creates a client report and separate advisor guide, the ability to compare client results for spouses/partners, and a dashboard view of all client results.
Based on your client’s unique behaviors, create customized coaching plans to help them improve their financial trajectory. Choose recommendations from DataPoints, or add your own unique recommendations to help your client improve his or her financial behaviors.