Understand Money-Related Attitudes From The Start

Get to know prospects and clients quickly

Get to know your clients’ money-related 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 client 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 clients view short-term versus long-term investing activities

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