To connect with future clients, Spend Grow Give also assesses risk profile of the kids through a short quiz, and ranks their risk tolerances in fun terminologies, like "cautious mover" for the those with low tolerance, and "rabble rouser" for those with high tolerance. The tool also gives an estimate how many of the members are in the same rank as them.

"The point is not revenue generation," according to Gaudry. "It's relationship creation."


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