Our questionnaire is built to give better insights into what clients care most about
Spark better client conversations
Developed in collaboration with Behavioral Science Research Firm, BEworks
Discover each client's personalized values to aid in better portfolio research and reporting
Each question is grounded in daily life issues with no choice paralysis
Can be completed in under 15 minutes
Questionnaire Approach
16 Questions
Each question helps to categorize how clients fall into our eight personality categories. Each question accepts responses on a five-point Likert scale ranging from "Strongly Disagree" to "Strongly Agree."
8 Personas
Use our pre-built personas to easily find client alignment to our metrics across core values-orients topics such as Planet Protector, or Health Defender with the ability to customize each persona.
Personalized Reporting
Using your client's personas, showcase current alignment based on their investments and offer new models that might better align to their impact desires and values.
“Gabe and Patrick built a platform that works the way I work. They help me take clients through layer by layer of data. No other tool in the marketplace gives me that.”
Common Interests doubled their AUM from $43 M to $90M their first year since using YourStake.
Max Mintz
Partner and Financial Advisor - Common Interests
Impact Reporting & Metaphors
Diagnose and demonstrate sustainability
Use our 8 report styles to showcase your clients' Impact through their investments.
.svg)
