Templates/Money
Free quiz template for financial advisers
Scores savings, pensions, spending plans and protection, so an adviser can start the right conversation.
13 questions · about 2 min · English
People aged 40 to 60. Every taker gets a score by area and a personal report written for them; you get their email, their score and a short brief on what they need.
Try it. Meridian Wealth is made up; the quiz and the report are real.
For accountants
About 2 min
How healthy are your business finances?
Take it
For bookkeepers
About 2 min
Is your bookkeeping under control?
Take it
For pricing and business consultants
About 2 min
Are you charging what you are worth?
Take it