Deepen client engagement with The Fidelity Financial Compatibility Quiz
Why use The Financial Compatibility Quiz with clients?
The Financial Compatibility Quiz can give you critical insight into how your clients think and feel about their finances — which may ultimately help you deepen both your client engagement and your share of wallet.1 Because of the way the quiz is designed, you'll get personal results for each client or prospect who takes it.2
Walk through the quiz
About The Financial Compatibility Quiz
Available on mobile, tablet, and PC, the quiz is designed to help couples find their individual — and combined — financial personality. It's based on The 2013 Fidelity Couples Retirement Study, which surveyed 808 couples, ages 25 to 58+, in May 2013, to see how compatible they were about their financial future.