Critical Insights To Help Clients Achieve Financial Goals
Your guidance and advice can help clients achieve life goals. How can you add the power of behavioral science to your practice?
Add the only behavioral assessment based on The Millionaire Next Door to uncover:
- Your clients’ potential for building wealth over time,
- Clients’ wealth building and wealth sustaining profile in six different areas, and
- Detailed insights into how you can help them improve financial decision-making.
Sign up for a free, two-week trial to try out the complete assessment platform for yourself. Or, download our overview to learn more.
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Building Wealth Assessment