Identify client money mindset with tools based on The Millionaire Next Door.
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A Complete Behavioral Assessment Library
Per Advisor / Per Month
Behavioral assessment based on
The Millionaire Next Door
Assess psychological risk tolerance & more
Identify money attitudes
Advisor & client-facing reports
Branded for your firm
Custom reports & behavioral guides
Engage Marketing Suite
Library of short money mindset tests
Embed on your site, in social, and on blogs
Mind & Money Content
Monthly financial psychology content for client communication