The Library of Behavioral Assessments for Financial Services

Uncover Client Money Mindset with Financial Personality Tests Client personality relates to saving, spending, and investing decisions. How is your firm measuring client personality? Financial professionals use our library of behavioral assessments to uncover client financial psychology and provide financial advice, guidance, and coaching. Learn more about our financial personality tests, and discover which ones are right for your practice. Building Wealth Identify and guide client financial behaviors with the Building Wealth test. The …

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