Free

WITH or AT Client Communication Assessment

Is Your Communication Building Trust or Breaking It?

Take the WITH or AT Assessment and discover if your client conversations are building loyalty…or silently pushing people away.
In just 5 minutes, you’ll get clarity that could transform your business relationships forever.

What you'll get:

  • A Clear Score showing exactly where your communication stands today

  • Personalized Insights to pinpoint what’s working and what’s costing you trust

  • Proven Next Steps to strengthen connection and increase referrals immediately

Bonus:
By completing the assessment, you’ll also get access to our exclusive Client Communication Insights newsletter—packed with tools, tips, and frameworks trusted by financial professionals nationwide.

**Your score and recommendations are confidential and for your professional development only.

What People Are Saying:

"I thought I was a great communicator—until this assessment showed me the blind spots that were costing me clients. In less than 10 minutes, I learned exactly what to change, and within a month I saw a noticeable difference in how my clients responded. This is a must for any advisor who wants to build real trust." — Angela P., Financial Advisor, Denver, CO