DataPoints Tops List for Value and Satisfaction in 2023 Kitces Tech Report

Earlier this month (September 2023) the team at Kitces.com released its 2023 financial advisor technology usage report titled Kitces Report: The Technology That Independent Financial Advisors Actually Use (And Like). (Download the Report here.) The Kitces Report provides a detailed analysis of data compiled from roughly 1,400 independent financial advisors’ responses regarding the technology applications they use (and don’t use) in their practice. Advisors rated their perceptions of value and satisfaction for the various …

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How Assessments Can Uncover Money Beliefs and Help to Change Behaviors: A Discussion with Behavioral Cents

Independent of our unique individual personality traits, values, and attitudes, we know that financial decisions and behaviors have the most significant impact on achieving money goals. Carrie Rattle, CEO & Founder of Behavioral Cents, is a financial therapist and coach who works to engage clients in exploring their money beliefs with the ultimate goal of helping to optimize their financial behaviors. In the brief conversation below, we explore how Carrie uses behavioral assessments in …

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Helping Clients Achieve Financial Goals By First Understanding ‘Why’ – Make A Money Mindshift

Part of the benefit of using behavioral assessments in financial planning is the ability to help clients understand why they make particular spending, saving, and investing decisions. Uncovering the “why” behind financial choices can open up a world of conversations and growth, growth that can lead to positive change. Maggie Klokkenga, CPA, CFP®, founder of Make A Money Mindshift, shared how she uses the power of assessments to help clients achieve what matters most through financial coaching packages …

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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 does your firm measure 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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How to Add Assessments To Financial Planning

Individual personality traits can (and do) impact whether a client achieves financial goals. Behavioral assessments can help uncover client personality, values, attitudes, and beliefs. In turn, you can use this information to help provide the client with personalized guidance, education, coaching, or nudging to help them follow the financial plan and otherwise achieve goals. Below, we will discuss best practices in implementing behavioral assessments in a financial planning client workflow. Let’s start with a …

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