Transforming The Client Experience: How Financial Planning Firms Use Behavioral Assessments

Clients seek your financial planning expertise. And, you create comprehensive financial plans for your clients. The plans require clients to make spending, saving, and investing decisions that will help them achieve financial goals and live the life they seek. Will all clients follow the plans you create? Will they all follow them in the same way? The real work of achieving financial success comes once your clients leave your office. Client money mindset impacts …
As the full impact of COVID-19 continues to unveil itself in the financial services industry, many advisors we are hearing from have begun to plan for a long-term remote practice. If you are contemplating a similar shift for the future, it is important to understand the limitations of the methods you used in the past to get to know prospects. Two of these methods, (a) judgment based on direct interaction and (b) forms with …

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