Let us help you boost client confidence
Typical Risk Tolerance Questionnaires (RTQs) focus solely on objective aspects of risk, while Uncertainty Mindset™ incorporates emotions that affect a client’s willingness to take on financial risks. Discover the why behind client behavior and enhance your conversations.
Perceived Benefits
Perceived Benefits measures the level of risk an individual believes are possible in financial risks.
Perceived Risk
Perceived Risk measures the level of risk an individual sees in general financial uncertainty.
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Because risk and uncertainty lie at the center of many financial decisions, this product is a natural fit with Atlas Point’s mission to enable Financial Professionals with personalized behavioral financial insights and coaching to improve their client’s financial journey.
Book a demo77% of Americans feel anxious about their financial situation [1].
[1] White, A. (2023). 77% of Americans feel anxious about their financial situation. CNBC.