Administering Personality Tests in Financial Planning: Best Practices

A personality test can efficiently measure a client’s money-related attitudes, values, and other characteristics. While not a perfect science, a well-developed test can accurately assess a client’s personality without some downsides of in-person interviews, which can take time and be impacted by interviewers’ biases or lack of structure.  But like any assessment, personality tests are[…]

Testing the Test: Wealth, Risk, & Resiliency

We’re piloting new assessments in the upcoming weeks that measure wealth building, risk tolerance, and resiliency. If you’re interested in participating, please sign up here. If you are a professional advisor and would like to have your clients participate, please contact us.