Money Scripts® are fundamental beliefs about money that impact financial decisions and wellness. By identifying client Money Scripts, you can tailor advice to help clients overcome beliefs that prevent them from achieving critical financial goals.
Add the Klontz Money Scripts Inventory-R and other assessments to your practice via the DataPoints behavioral assessment platform.
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Free trial? Yes! Try out the Klontz Money Scripts Inventory-R with a two-week trial.
Partner discounts? Yep. Check out our partners here.
Multi-advisor discounts? Yes. Contact our team to find out more.