Uncover your retirement expectations here, and get a personalized report. hubs.li/Q02dTvQX0 #retirement #retiree #careerdevelopment

Placing clients in personality buckets is quick...but may be inaccurate. hubs.li/Q02hRc260 #personality #financialpsychology

The last few days have been some of the most difficult in UGA's history as we have grieved the tragic loss of two members of the Bulldog family. We know the next few days, weeks and months will be hard, but Bulldogs never bark alone and we will make it through together. ❤️

👇🏽In this session, you'll learn how your client's personality affects their #financialdecisions. We'll cover their unique attitudes, beliefs, and values and distinguish between stable and temporary characteristics.

📅 Learn how your clients' personalities affect their financial decisions. 👇🏽 RSVP here and reserve your space to take advantage of this insightful session. bit.ly/4a8jKJv Sarah Stanley Fallaw #eMoneyAdvisor #financialplanning #webinar

(Almost) ready to add human-first client discovery to your onboarding process? Learn how to in our next live demo session on May 8th. hubs.li/Q02vvCHS0

Are you administering behavioral assessments to your clients? Do you wish you had a group or community to ask questions to about the results? Want to learn more about how to take the results an implement them into your planning? Then Trove is the place for YOU!

Client discovery can lead to groundbreaking conversations. Join the community to help you enhance the client experience and drive better money conversations. hubs.li/Q02z2WKs0 Ashley Quamme, LMFT, FBS®, CFT-I™️ Sarah Stanley Fallaw Sarah Stanley Fallaw

👀 TOMORROW: Join DataPoints + Wealthbox CRM to learn more about implementing human-first client discovery. Sign up 👉 tinyurl.com/3rve8ccv

Use the client discovery tools that shift conversations. Learn more about DataPoints library of behavioral assessments. hubs.li/Q02zlRKc0

What's your retirement approach? Get a complete report in your inbox with insights help you adapt to this new phase of life. hubs.li/Q02BS3rr0 #retirement #quiz #personality

Add efficiency and depth to your client discovery process. Learn more on July 2nd. hubs.li/Q02DzLWK0 #investing #financialplanning #investmentmanagement

Revealed-preferences RTQs aren't designed to measure stable investor characteristics. hubs.li/Q02DCNdz0 #investing #psychometrics #personality

The beliefs we have about money can shape our financial lives. hubs.li/Q02DD9Qy0 #moneyscripts Dr. Brad Klontz #personality

Here's one type of personality test to avoid. hubs.li/Q02GDqGD0

Learn about how assessments can be the jumping off point for deeper client relationships on this episode of Planning & Beyond with Ashley Quamme, LMFT, FBS®, CFT-I™️ and Sarah Stanley Fallaw. hubs.li/Q02XNfTP0

Walking into Black Friday spending? First uncover your money personality. hubs.li/Q02XKQG10 #quiz #moneymindset #wealth

Happy New Year! Here's to uncovering money mindset in 2025! #financialplanning #psychology #wealth

Coaches: do you work with clients on money-related issues? Add behavioral assessments to your practice to gain a deep understanding of client money attitudes. hubs.li/Q03S_DDD0

Trying to determine risk attitudes? Measure traits instead of emotions. hubs.li/Q03T4_7p0 #personality #finpsych #fintech #investing