Client Discovery - Behavioral Assessment - Library

Product Infographic captions

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  Capture leads to your website and in social media with short behavioral quizzes that focus on areas critical to financial planning and personal finance.

• 2

  Uncover client money mindset with award-winning behavioral assessments, including the Investor Profile RTQ and the Building Wealth test, based on The Millionaire Next Door.

• 3

  Monitor change over time in areas like financial wellness, satisfaction with advice and advisory services, and money-related attitudes through the DataPoints’s dashboard.
   

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  Examine detailed insights about each client via a comprehensive report. In this sample report, see how the client scores on each Investor Profile RTQ factor. Each behavioral assessment provides a client- and advisor-facing report.

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  Identify areas to discuss with the client. Here, the client scored low on the emotional side of investing, Volatility Composure. DataPoints provides interview questions for each factor (not shown).

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  Take notes as you review your client’s results, and send them via our integration or email to use as you clarify the results with your client.

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  Prepare to meet with couples in advance by understanding how they compare on factors like investing attitudes. Create households and quickly compare a couple’s results on multiple assessments.

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  Review overall results to see if the couple is aligned in areas such as risk tolerance (the “Investor Profile – Overall” score on the graph).

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  Identify areas where the couple may be incongruent regarding attitudes, personality, or beliefs. Use the results to clarify, discuss, and personalize the client experience for each household member.