Grumble Tests

Why “Grumble”? These are basically the hardest tests you will be able to make in the QBank. They’ll make you Grumble! How to start The Grumble Test is actually the second test you will take in the process. You first have to take a 50-100 QBank on ALL...

Risk Tolerance

Risk Tolerance is an art form. It is NOT a black and white grid that is easy to place people. It does not go from 1-5, 1 being Conservative, 5 being Aggressive, and then easily fitting either clients or investments, into any single block.  

The Rainbow

The world is full of color, but I keep referring to questions as being “gray”. So, lets add some color! My Senior Thesis in college for my design degree was actually on Color Theory. So, let’s do this! We all know the Rainbow; ROYGBIV or Red, Orange, Yellow,...

Focus Quiz Video Explanation

Focus Quizzes; Take a 5-10 question qbank, on just one area you want to focus on. One subtopic. This is the only type of test you want to select “show explanations”. As you go through the quiz, write down every word, phrase, or topic you don’t fully...