Guide the next generation of millionaires next door.
Give your clients a clear roadmap to achieving their financial goals with the model based on The Millionaire Next Door.
A client’s money mindset impacts saving, spending, and investing decisions.
Implement this model into your client experience to guide your clients toward achieving financial goals.
Use the Building Wealth test during onboarding to get a clear picture of their wealth-building personality.
- Customize your communication and advice to help them improve in each area.
- Compare couples to identify agreements & disagreements (even before your first meeting).
- Track change over time.