Insights To Guide Clients
Our tests are used by advisors worldwide to uncover client money mindset.
Here's just a few of our discovery tools:
Let's work together.
Choose a plan, invite clients, and get insights to drive better money conversations.
Investor MindsetUncover risk tolerance and money mindset.
Add the Investor Profile RTQ to your client workflow and our Market Mindset marketing quiz to your website to capture leads.
Beliefs & WellnessAdd Money Scripts® and financial wellness tests.
Explore underlying money beliefs with the Klontz Money Scripts® Inventory and add financial wellness quizzes to your website.
The Millionaire Next DoorUncover wealth potential and retirement approach.
From helping to guide millionaires next door to uncovering retirement approach, tailor the client discovery process with our full library.
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No studying required.
Our tests are designed to engage prospects and clients in understanding their money personality.
Take a test to see a sample report for yourself.