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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.
1. Share of wallet is the amount of investible assets an advisor manages for a client.
2. Your answers are kept by Fidelity in aggregate for comparison purposes only, and no personally identifiable information is retained.
For investment professional use only. Not for distribution to the public as sales material in any form.
The content provided in this presentation is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. Fidelity does not provide advice of any kind.
Fidelity and the Fidelity Investments and pyramid design logo are registered service marks of FMR LLC.
Fidelity Investments Institutional Services Company, Inc., 500 Salem Street, Smithfield, RI 02917
Fidelity Institutional Wealth Services provides brokerage products and services and is a division of Fidelity Brokerage Services LLC. National Financial is a division of National Financial Services LLC, through which clearing, custody and other brokerage services may be provided. Both are members of NYSE, SIPC.
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