Know Client Financial Attitudes in Advance

Quickly understand your prospects & clients financial attitudes

Get to know your prospects and clients money-related attitudes and how they might impact overall financial behaviors 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.