WEALTH MANAGEMENT SOLUTIONS / WEALTH IQ BENCHMARKING ASSESSMENT
ASSESS ADVISORY KNOWLEDGE
The Wealth IQ Benchmarking Assessment process enables organizations to assess their Advisors’ Wealth Planning Knowledge in the key disciplines of Wealth Planning
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RAW WEALTH IQ
A standard assessment of Advisor knowledge on the topics covered in the exam
CONFIDENCE-WEIGHTED WEALTH IQ
Incorporating the Advisor’s confidence in their answers to provide insights into their confidence in their knowledge
BENCHMARKED WEALTH IQ
Comparing the Advisor to industry peers using our database of thousands of other Advisors who have taken the assessment
UNIQUE METHODOLOGY
The Wealth IQ Assessment process goes beyond traditional assessments, enabling organizations to develop more efficient and targeted Professional Development strategies
GAIN DEEPER INSIGHTS
In addition to customized Assessments that can be deployed to address specific organizational needs, Greene Consulting delivers the following targeted Assessments
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