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Assess the Best Hires for Your Business.

Put your team to the test with professional assessment tools.

Assessments for Financial Advisory Professionals Assessments for Financial Advisory Professionals

Our assessments unlock crucial ways to boost productivity and performance. But that’s not all. They also offer essential insights to help you make smarter, data-driven decisions about potential hires.

  • Online Assessments
  • Pre-employment Testing
  • Candidate Screening
  • Talent Assessments
  • Employee Assessments
  • Change Management
  • Team Building
  • Employee Development
  • Employee Testing
  • Leadership Development
  • Proprietary Testing
  • Cultural Development

Key Benefits & Solutions

Using the Fundamental 4™ as our guide, we’ll help you:

  • Gain insights into your own biases and preferences
  • Improve teamwork
  • Increase productivity
  • Develop leaders & high potentials
  • Build and maintain a high-performance culture
  • Nurture talent to support succession planning
  • Attract and retain talent for continual growth

PXT Select™

PXT Select™ makes decisions about hiring simpler and smarter. This intuitive suite of 13 detailed reports helps you select, hire, coach and inspire team members to reach their full potential.

Myers-Briggs Type Indicator

The MBTI inventory is one of the most widely used psychological instruments in the world. This comprehensive process creates awareness of your own unique personality, recognizes the strengths – and honors the differences – of others, while driving effective, efficient communication, and providing you with a well-rounded look at how personality influences behavior.

Working Genius

The Working Genius model simplifies work into 6 core activities, helping individuals identify fulfilling tasks quickly. Unlike other tools focused on self-awareness, Working Genius bridges the gap between individual traits and collaborative work dynamics. It serves as both a personality assessment and a team productivity tool, offering a rapid path to uncovering strengths and transforming professional lives.

The Truth about Employee Engagement

“Only 29% of employees are fully engaged, 52% are not engaged and 19% are disengaged.”

BlessingWhite, Inc

“More than 70% of leadership teams view workplace culture as critical to financial performance, yet few know how to develop it.”

Korn Ferry, Top Talent Trends 2017