Stress Test Your Client’s Portfolio

Download this powerful one-page quick quiz and help your clients determine if their existing investment portfolio matches with their investment and risk tolerance.   

Over time, your client’s affinity for risk may change, and as a result, their portfolio may need to change as well.  Provide this quick quiz and see if their answers align with their portfolio.  

The quiz can be used in a variety of ways:

-          Shared during a first appointment

-          Sent as a mail piece to help rekindle old prospects

-          Included in your seminar presentation

-          and more



Request Free!