This assessment is designed to help you enhance your awareness and approach towards various aspects of life that can impact your effectiveness as a financial advisor. There are seven questions related to Faith, Family, Finances, Fitness, Friends, Fun, and Formula, each with four choices. Remember, there are no wrong answers in this assessment. Simply choose the option that best reflects your approach or beliefs.

At the end of the assessment, you’ll receive one of three outcomes based on your choices:
Holistic Advisor, Strategic Advisor, or Compassionate Advisor. These outcomes will provide insights into your strengths and areas for growth as a financial advisor.