The Invincible Investor :: The new conversation about money

AQ products help you assess your individual and organizational strengths

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Why engage in financial planning when you can focus on life planning? Designed for financial services professionals, our Invincible Investor® products help you work with clients to explore their relationship with money and plan for the future.

The Invincible Investor Booklet

This attractive booklet introduces and guides you and your investors through “the new conversation about money.” It provides all of the models, tools, and language you’ll need to guide investors in growing their net worth so they can fund greater “life worth.” Help them create a financial fortress to protect and grow what matters most… no matter what. Teach them how to increase their resilience so they stay true to “the plan” even in the toughest times.

The Invincible Inventory

This hands-on, card-sort-based activity will help you and your investors unearth what really matters most. As a result, you’ll learn where to focus your primary investment efforts. It’s fun, compelling — even life-changing.

The Investor Resilience Profile

(Included with the booklet, or purchased separately).
How resilient are your investors? Most make bad decisions in the face of adversity, causing them (and their advisors) tremendous heartache. In 8 to 10 minutes, your investors can complete the Investor Resilience Profile®. This online tool provides a powerful look into how they respond to volatility, what their capacity is for uncertainty, and how to best proportion their investment strategy according to their actual resilience. Make your job easier, your investor’s lives happier, and your numbers stronger.