What kind of finance pro are you?
Take the Quiz
When you understand your strengths, you can leverage your talents to grow your business. Discover how Morningstar® Advisor Workstation can support your work style.
get to know you.
Are you a current Advisor Workstation member?
Yes
No
I was in the past
Go back
How many years of finance experience do you have?
Less than 1
1 – 3 years
3 – 5 years
5 – 10 years
10+ years
How do you decide what tech to use?
I use tools my firm chooses
I do research and make my own selections
How often do you customize portfolios for your clients?
Sometimes
Never
Always
Rarely
How often do best-interest compliance considerations determine your proposals?
How often do you talk about sustainable investing with clients?
Researching investments
Financial planning
Talking to clients about regulations
On the road
Juggling too many platforms
How do you spend most of your time?
Financial Planning
Giving clients current, thoughtful guidance
Digging deep into the data
Coaching clients on financial freedom
Closing the deal
Helping clients reach a goal
What excites you the most about your day-to-day work?
What excite you the most about your day-to-day work?
How would you describe your approach to prospecting?
Nurturing relationships with current clients
Growing my book of business
Somewhere in the middle
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The Sage
The Sage follows a disciplined, comprehensive approach to building financial security. Dependable and trustworthy, you understandthe importance of complying with changing regulations and aligning to internal policies. You like to understand how things are built and use this to improve processes.
Morningstar Advisor Workstation can help you research and comply with new regulations.
The Sage follows a disciplined, comprehensive approach to building financial security. Dependable and trustworthy, you understand the importance of complying with changing regulations and aligning to internal policies. You like to understand how things are built and use this to improve processes.
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The Explorer
Morningstar Advisor Workstation can help inform your analysis and save you time toggling between platforms.
The Explorer is passionate about financial planning and finding the best set of investments for every client. To do this, you help them weigh the pros and cons. You spend the most of your time diving into research to ensure you're building balanced portfolios that match your client's preferences—from their financial goals to their sustainable investment preferences.
The Champion
Morningstar Advisor Workstation can help you build trust with your clients and identify risk attributes to better align to their risk tolerance.
The Champion meets clients where they are with sought- after advice and education. Helping others is an integral part of who you are, and you're an expert at moving clients from plan to action. You strengthen client relationships by connecting goals with investment plans.
The Champion meets clients where they are with sought-after advice and education. Helping others is an integral part of who you are, and you're an expert at moving clients from plan to action. You strengthen client relationships by connecting goals with investment plans.
The Pilot
Morningstar Advisor Workstation can help you reach your stretch goals, effectively communicate with clients, and access information anywhere.
Decisive and energetic, the Pilot is always on the go and scouting for new business. You need a modern toolkit that helps you win by matching investment strategies to goals and showing the power of your advice.
The Guard
Morningstar Advisor Workstation can help you decrease ambiguity and use an easy, quantitative approach to communicate risk to clients.
The Guard enjoys being in charge and keeps an eye out for client's risk tolerance against portfolio performance. You enjoy showing clients how your investment proposal aligns to their best interest and risk requirements, making them feel comfortable every step of the way.
