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.