How Personalization Accelerates the Sales Cycle

Last night, I went to the Positivly site and took its financial personality assessment. I was asked a series of 13 questions about my risk tolerance, investment priorities, and which causes – such as ESG – were most important to me. It took less than five minutes, and the results were quite accurate. It showed that I place a lot of weight on the safety of my investments and the purpose they fulfill, and that I don’t want to be burdened by worrying about my portfolio.