Understand Money Attitudes From The Start

Get to know prospects and clients quickly

Get to know prospect and client money attitudes before your first meeting with the Financial Perspectives assessment. Gain insight into seven areas of financial attitudes, compare spouses’ scores, and guide clients towards better financial behaviors.

  • Identify prospect money attitudes about budgeting, spending, and financial management
  • Determine client-related outlook on giving back to others versus focusing on their own households
  • Understand how clients share their financial success or status with others
  • Know in advance how prospects view short-term versus long-term investing activities

Learn more with a free, two-week trial, or download our overview below.