Fidelity's new research unlocks women by fixating on -- men -- but elicits an 'ahem' from a big RIA client
As part of its gender efforts, the Boston giant has crafted a quiz -- one that strikes United Capital's Joe Duran as suspiciously familiar
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Bill Winterberg
I had to Google “Financial Compatibility Quiz” to find the link: https://communications.fidelity.com/couplesquiz/
And is Duran alluding to similarities with the Money Mind tool, or the decision checklist for couples? It’s not clear, and after looking at both, I really don’t see similarities to Fidelity’s Compatibility Quiz.
Nevertheless, checklists and questionnaires are a starting point. Much more certainly remains in order to earn the trust of clients.
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