On Demand
Uncovering Client Personality with Tests: Best Practices
Understanding your clients’ money-related beliefs, attitudes, and risk tolerance is crucial for incorporating the psychology of financial planning into the client experience. One of the most efficient and accurate ways of assessing these critical characteristics is through psychometric tests (a.k.a., behavioral assessments). In this session, you’ll learn a four-step process for implementing personality tests into the client discovery process to predict client behaviors, compare spousal money attitudes, and identify areas for personalization. You’ll leave this session understanding best practices for ensuring positive client reactions when using behavioral assessments during the discovery process.
*CFP Credits not applicable for viewing the recording
Speakers
Sasha Grabenstetter, AFC®, BFA™
Senior Financial Planning Education Consultant
eMoney
Sarah Fallaw, PhD
President and Founder
DataPoints
Understanding your clients’ money-related beliefs, attitudes, and risk tolerance is crucial for incorporating the psychology of financial planning into the client experience. One of the most efficient and accurate ways of assessing these critical characteristics is through psychometric tests (a.k.a., behavioral assessments). In this session, you’ll learn a four-step process for implementing personality tests into the client discovery process to predict client behaviors, compare spousal money attitudes, and identify areas for personalization. You’ll leave this session understanding best practices for ensuring positive client reactions when using behavioral assessments during the discovery process.
*CFP Credits not applicable for viewing the recording
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