{"id":12340,"date":"2025-02-28T21:48:00","date_gmt":"2025-02-28T20:48:00","guid":{"rendered":"https:\/\/proweb.p.blends.be\/?p=12340"},"modified":"2025-06-27T16:00:17","modified_gmt":"2025-06-27T14:00:17","slug":"financial-assessments-to-deliver-tailored-advice-at-scale-case-study","status":"publish","type":"case_study","link":"https:\/\/pointerpro.com\/blog\/financial-assessments-to-facilitate-better-conversations\/","title":{"rendered":"Financial assessments to deliver tailored advice at scale [case study]"},"content":{"rendered":"\n<style>\n    #section-IWuHv {\n        padding-top: 2.8rem;\n        padding-bottom: 6rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-IWuHv {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #421f3c;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-IWuHv-container  #421f3c custom-padding \" id=\"section-IWuHv\"\n    style=\"opacity: 100%; background-color: #421f3c;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-7AR6M .heading h1 {\n        color: #ffffff;\n        font-size: 3.125rem;\n        line-height: 4rem !important;\n    }\n\n    #heading-7AR6M {\n        margin-top: 0rem;\n        margin-bottom: 2rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-7AR6M {\n            margin-left: 0;\n            margin-right: 0;\n        }\n\n        .single #heading-7AR6M .heading h1 {\n            line-height: 3rem !important;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-1-container lazyblock-heading-1-7AR6M  px-0\" id=\"heading-7AR6M\">\n    <div class=\"row heading lazyblock-heading-1 justify-content-start  lazyblock-heading-1-7AR6M\">\n        <div class=\"col-12 col-lg-12 text-start \">\n            <a class=\"heading-1-anchor heading-anchor\" id=\"financial-assessments-to-deliver-tailored-advice-at-scale-case-study\"><\/a>\n            <h1>Financial assessments to deliver tailored advice at scale [case study]<\/h1>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    #heading-1ARQs6 .heading h2 {\n        color: #f5f5f5;\n        font-size: 1.25rem;\n        line-height: 1.5rem !important;\n    }\n\n    #heading-1ARQs6 {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-1ARQs6 {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-1ARQs6 date-and-author-container px-0\" id=\"heading-1ARQs6\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start date-and-author lazyblock-heading-2-1ARQs6\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"updated-february-28-2025-by-ine-wouters\"><\/a>\n            <h2>Updated February 28, 2025, by Ine Wouters<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-ZkOzLn {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-ZkOzLn {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #ffffff;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-ZkOzLn-container  #ffffff custom-padding \" id=\"section-ZkOzLn\"\n    style=\"opacity: 100%; background-color: #ffffff;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    .lazyblock-content-28VbQx p,\n    .lazyblock-content-28VbQx p a,\n    .lazyblock-content-28VbQx h1,\n    .lazyblock-content-28VbQx h2,\n    .lazyblock-content-28VbQx h3,\n    .lazyblock-content-28VbQx h4,\n    .lazyblock-content-28VbQx h5 {\n        color: ;\n    }\n\n    #content-28VbQx {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-28VbQx {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-28VbQx {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-28VbQx-container  px-0 \"\n     id=\"content-28VbQx\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-28VbQx\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <p>Atlas Point helps financial advisors and individual investors have better financial conversations with their clients.<br \/><br \/>To deliver financial advice at scale, they called in the help of Pointerpro to digitalize\u00a0<a href=\"https:\/\/theatlaspoint.com\/financial-virtues\/\" target=\"_blank\" rel=\"noopener noreferrer\">financial virtues assessments<\/a>.\u00a0Atlas Point uses the Assessment Center as a central platform where financial advisors can use assessments that generate tailored results and reports to facilitate client conversations.<br \/><br \/>Today, we speak with Kenny Mobley from Atlas Point about the innovative way in which they use our tool.<\/p>\n<p>&nbsp;<\/p>\n<div class=\"elementor-element elementor-element-1fd06fe8 elementor-widget elementor-widget-heading\" data-id=\"1fd06fe8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n<div class=\"elementor-widget-container\">\n<h2 style=\"padding-bottom: 2rem;\"><span style=\"color: #421f3c; font-size: 2.5rem;\">Who is Kenny Mobley and what\u2019s his role at Atlas Point?<\/span><\/h2>\n<\/div>\n<\/div>        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    #content-image-ZOBVjt {\n        padding-top: 0rem;\n        padding-bottom: 0rem;\n    }\n\n        \n    @media (max-width: 767.98px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n    }\n\n    #content-image-ZOBVjt {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-image-ZOBVjt .content-wrapper {\n        padding-left: 0rem;\n        padding-right: 0rem;\n    }\n\n    @media (max-width: 768px) {\n        #content-image-ZOBVjt .content-wrapper {\n            padding-left: 0 !important;\n        }\n    }\n\n    @media (max-width: 1440px) {\n        #section-ZOBVjt {\n            \/\/padding-left: -2.8rem;\n        }\n    }\n\n    \n \/*   .lazyblock-content-image-container {\n        position: relative;\n    }*\/\n\n<\/style>\n\n<div class=\"lazyblock-content-image-container lazyblock-content-image-ZOBVjt-container -container px-0 mx-0\">\n    <div class=\"row lazyblock-content-image \"\n         id=\"content-image-ZOBVjt\">\n        <div class=\"content-wrapper col-lg-9 col-12 pe-4 mb-lg-0 mb-4 order-1\">\n            <div class=\"d-flex  h-100\">\n                                                <div class=\"d-flex flex-wrap\">\n                    <div class=\"container-md px-0\">\n                        <div class=\"row lazyblock-content justify-content-start\">\n                            <div class=\"col-12 col-lg-12 text-start ps-4\">\n                    \n\n<style>\n    .lazyblock-content-Zd9LUW p,\n    .lazyblock-content-Zd9LUW p a,\n    .lazyblock-content-Zd9LUW h1,\n    .lazyblock-content-Zd9LUW h2,\n    .lazyblock-content-Zd9LUW h3,\n    .lazyblock-content-Zd9LUW h4,\n    .lazyblock-content-Zd9LUW h5 {\n        color: ;\n    }\n\n    #content-Zd9LUW {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-Zd9LUW {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-Zd9LUW {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-Zd9LUW-container  px-0 \"\n     id=\"content-Zd9LUW\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-Zd9LUW\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <p>Kenny is the co-founder and COO of Atlas Point. His primary responsibilities are operations, project management, and technological equipment.<\/p>\n<p>Kenny led and delivered projects for some of the world\u2019s largest wealth management firms while playing a key role in establishing new markets and accounts. The diverse experiences he gained as a consultant provided a unique perspective on the challenges financial advisors deal with on a regular basis.\u00a0<br \/><br \/>Kenny:\u00a0\u201cOur primary goal is to help financial advisors and individual investors have better financial conversations. We believe that when financial advisors, or FA\u2019s, as we refer to them, and individual investors have better qualitative conversations, it results in longer-term relationships and ultimately in better portfolio performance.<\/p>\n<p>We help them using a combination of integrating character science and behavioral finance so that FA\u2019s can help clients address their unspoken fears and emotional biases into their financial plans and create results that are best for them and tailored to the unique individual.\u201d<\/p>        <\/div>\n    <\/div>\n<\/div>\n\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n        <div class=\"image-wrapper col-lg-3 order-2\">\n            <div class=\"d-flex  h-100\">\n                                                                    <img decoding=\"async\" class=\"on-the-fly-ZOBVjt\" src=\"https:\/\/pointerpro.com\/wp-content\/uploads\/Kenny-Mobley-headshot-300x277-1.png\"\n                         alt=\"\" title=\"\"\/>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n\n<script>\n    document.addEventListener(\"DOMContentLoaded\", function() {\n        var containers = document.querySelectorAll('.lazyblock-content-image-container');\n\n        function checkViewport() {\n            var screenWidth = window.innerWidth;\n            if (screenWidth > 320 && screenWidth <= 768) {\n                containers.forEach(function(container) {\n                    container.classList.remove('px-0', 'mx-0');\n                });\n            } else {\n                containers.forEach(function(container) {\n                    container.classList.add('px-0', 'mx-0');\n                });\n            }\n        }\n\n        checkViewport();\n\n        window.addEventListener('resize', checkViewport);\n    });\n\n<\/script>\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-1ptk6v {\n        padding-top: 2.8rem;\n        padding-bottom: 1.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-1ptk6v {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #f5f5f5;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-1ptk6v-container  #f5f5f5 custom-padding \" id=\"section-1ptk6v\"\n    style=\"opacity: 100%; background-color: #f5f5f5;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-1XmEDK .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-1XmEDK {\n        margin-top: 1rem;\n        margin-bottom: 1rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-1XmEDK {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-1XmEDK  px-0\" id=\"heading-1XmEDK\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-1XmEDK\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"why-were-you-looking-for-an-assessment-software-solution-for-your-business\"><\/a>\n            <h2>Why were you looking for an assessment software solution for your business?<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-Z1gM9Pt p,\n    .lazyblock-content-Z1gM9Pt p a,\n    .lazyblock-content-Z1gM9Pt h1,\n    .lazyblock-content-Z1gM9Pt h2,\n    .lazyblock-content-Z1gM9Pt h3,\n    .lazyblock-content-Z1gM9Pt h4,\n    .lazyblock-content-Z1gM9Pt h5 {\n        color: ;\n    }\n\n    #content-Z1gM9Pt {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-Z1gM9Pt {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-Z1gM9Pt {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-Z1gM9Pt-container  px-0 \"\n     id=\"content-Z1gM9Pt\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-Z1gM9Pt\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <div class=\"elementor-element elementor-element-38e8643 elementor-widget elementor-widget-text-editor\" data-id=\"38e8643\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-e08197a elementor-blockquote--skin-border elementor-blockquote--button-color-official elementor-widget elementor-widget-blockquote\" data-id=\"e08197a\" data-element_type=\"widget\" data-widget_type=\"blockquote.default\">\n<div class=\"elementor-widget-container\">\n<blockquote class=\"elementor-blockquote\">\n<p class=\"elementor-blockquote__content\">We started thinking about ways to scale the tailored experience that financial advisors could deliver to their clients.<\/p>\n<\/blockquote>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-24e3798a elementor-widget elementor-widget-text-editor\" data-id=\"24e3798a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p><b>Kenny<\/b>: \u201cAs part of our business-we\u2019re former consultants by training and trade-we were doing individual coaching and consulting on a one-off basis. As we continued to do this, and as we started and continued to evolve our business, we were hearing the same challenges from financial advisors.<\/p>\n<p>This is really great, but hard to apply at scale: I get this one-off advice and this is tailored to a particular client, I\u2019ve described everything, but it\u2019s hard to apply this at scale in my practice.<\/p>\n<p>A lot of FA\u2019s have anywhere between 50 and 200 clients, and we started thinking about ways to scale that tailored experience that FA\u2019s could deliver to their clients.<\/p>\n<p>And where we landed was at a survey or an assessment type tool that would generate tailored results and reports that the advisors could then use to facilitate better conversations with each individual client.\u00a0<\/p>\n<p>So, the idea was to create a survey that clients can take. The advisors could then use the results to help them prepare for consulting conversations with their clients.\u201d<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-2ngaGA {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-2ngaGA {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #ffffff;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-2ngaGA-container  #ffffff custom-padding \" id=\"section-2ngaGA\"\n    style=\"opacity: 100%; background-color: #ffffff;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-23alQd .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-23alQd {\n        margin-top: 1rem;\n        margin-bottom: 1rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-23alQd {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-23alQd  px-0\" id=\"heading-23alQd\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-23alQd\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"how-did-pointerpro-contribute-to-that-objective\"><\/a>\n            <h2>How did Pointerpro contribute to that objective?<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-ZIS48G p,\n    .lazyblock-content-ZIS48G p a,\n    .lazyblock-content-ZIS48G h1,\n    .lazyblock-content-ZIS48G h2,\n    .lazyblock-content-ZIS48G h3,\n    .lazyblock-content-ZIS48G h4,\n    .lazyblock-content-ZIS48G h5 {\n        color: ;\n    }\n\n    #content-ZIS48G {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-ZIS48G {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-ZIS48G {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-ZIS48G-container  px-0 \"\n     id=\"content-ZIS48G\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-ZIS48G\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <div class=\"elementor-element elementor-element-123f86ae elementor-widget elementor-widget-text-editor\" data-id=\"123f86ae\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p>Kenny:\u00a0\u201cThe biggest thing that Pointerpro helped with, along with all the other functionalities, is the report generator, ReportR.<br \/><br \/>It was an absolute requirement that we\u2019d be able to generate tailored reports for each individual who was taking the survey. Not only for the client, but also for the advisor. We generate two reports for each survey:\u00a0<\/p>\n<ul>\n<li>one that provides tailored advice that the FA can use for the client,\u00a0<\/li>\n<li>and one that the client actually gets.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"elementor-widget-container\">\u00a0<\/div>\n<div class=\"elementor-element elementor-element-72c26c6 elementor-widget elementor-widget-text-editor\" data-id=\"72c26c6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-12344\" src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Janes-Financial-Virtues-Profile-3-1-1024x629-1.png\" alt=\"\" width=\"1024\" height=\"629\" \/><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"elementor-widget-container\">\n<p>The same results generate two different reports, but each report is also tailored based on the response that each individual gives to the tool.<br \/><br \/>So the ReportR function was absolutely critical.\u00a0It generates a unique report every time, based on the responses, for each person.<br \/><br \/>And then the\u00a0<a href=\"https:\/\/pointerpro.com\/features\/distribution-portal\/\" target=\"_blank\" rel=\"noopener noreferrer\">Distribution Portal<\/a>\u00a0allows the FA to do self-service for sending out the invitations to their own clients, so that they retain that information, which was a key-point: that FA\u2019s that are using the tool, can still retain \u201cownership\u201d of their contacts, there\u2019s no third party involved in the middle to send out the surveys.<br \/><br \/>The FA\u2019s do that themselves and retrieve the results themselves as well. But there\u2019s a whole set of other functions that the tool checks as well as we started diving into what would be required to actually deliver this function to the market.\u201d<\/p>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-bd7a7cf elementor-widget elementor-widget-image\" data-id=\"bd7a7cf\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n<div class=\"elementor-widget-container\">\u00a0<\/div>\n<\/div>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-12343\" src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Assessment-Center-1-1024x684-1.png\" alt=\"\" width=\"1024\" height=\"684\" \/><\/p>\n<div class=\"elementor-element elementor-element-7714bdd elementor-widget elementor-widget-text-editor\" data-id=\"7714bdd\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p>&nbsp;<\/p>\n<p><strong>The Assessment Center reflects a relatively new business model: People sell advisory, not by billing it per hour or per day, but by actually automating it in an assessment, and then selling the assessments instead, which is much more scalable than billing by the hour.<\/strong><\/p>\n<\/div>\n<\/div>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-DBsDN {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-DBsDN {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #f5f5f5;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-DBsDN-container  #f5f5f5 custom-padding \" id=\"section-DBsDN\"\n    style=\"opacity: 100%; background-color: #f5f5f5;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-1wyiRz .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-1wyiRz {\n        margin-top: 1rem;\n        margin-bottom: 1rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-1wyiRz {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-1wyiRz  px-0\" id=\"heading-1wyiRz\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-1wyiRz\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"can-you-tell-us-something-about-the-actual-results-you-have-achieved-by-using-the-tool\"><\/a>\n            <h2>Can you tell us something about the actual results you have achieved by using the tool?<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-jwO2P p,\n    .lazyblock-content-jwO2P p a,\n    .lazyblock-content-jwO2P h1,\n    .lazyblock-content-jwO2P h2,\n    .lazyblock-content-jwO2P h3,\n    .lazyblock-content-jwO2P h4,\n    .lazyblock-content-jwO2P h5 {\n        color: ;\n    }\n\n    #content-jwO2P {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-jwO2P {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-jwO2P {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-jwO2P-container  px-0 \"\n     id=\"content-jwO2P\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-jwO2P\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <div class=\"elementor-element elementor-element-4d61bf8 elementor-blockquote--skin-border elementor-blockquote--button-color-official elementor-widget elementor-widget-blockquote\" data-id=\"4d61bf8\" data-element_type=\"widget\" data-widget_type=\"blockquote.default\">\n<div class=\"elementor-widget-container\">\n<blockquote class=\"elementor-blockquote\">\n<p class=\"elementor-blockquote__content\">The UX that Pointerpro has delivered for our end-users is absolutely seamless.<\/p>\n<\/blockquote>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-75a501a7 elementor-widget elementor-widget-text-editor\" data-id=\"75a501a7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p><b>\u00a0<\/b><b>Kenny:<\/b>\u00a0\u201cWe\u2019re still very early on, I won\u2019t say that the quantitative results are fantastic, but to me, one of the most important qualitative results is the feedback that we\u2019re n\u00f3t getting.\u00a0<\/p>\n<p>I\u2019ll explain a little bit: whenever we provide the survey to someone, or a financial advisor takes it, (FA\u2019s and individual investors are a very particular target market) we don\u2019t receive any feedback at all about the user experience (UX) as people are going through the tool.<\/p>\n<p>All they say is: \u201cYou might want to change this word or that word, help me understand the model behind this, \u2026\u201d But the UX that Pointerpro has delivered for our end-users is absolutely seamless.<\/p>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-3f996a3 elementor-widget elementor-widget-image\" data-id=\"3f996a3\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n<div class=\"elementor-widget-container\">\u00a0<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-23f6689 elementor-widget elementor-widget-text-editor\" data-id=\"23f6689\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-12342\" src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/Janes-Financial-Virtues-Profile-4-1-1536x944-1-1024x629-1.png\" alt=\"\" width=\"1024\" height=\"629\" \/><\/p>\n<div class=\"elementor-widget-container\">\n<p>&nbsp;<\/p>\n<p>From taking the survey, the way the reports are automatically emailed and generated, to the ability to get into and quickly set up new clients in the assessment center, \u2026 We don\u2019t have any questions about that process or what it feels like to the end-user.<\/p>\n<p>To me, that is a huge win when you\u2019re thinking about all the intricacies involved in tailoring a unique report to the masses.\u201d\u00a0<\/p>\n<\/div>\n<\/div>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-ZRBerj {\n        padding-top: 2.8rem;\n        padding-bottom: 1.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-ZRBerj {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #ffffff;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-ZRBerj-container  #ffffff custom-padding \" id=\"section-ZRBerj\"\n    style=\"opacity: 100%; background-color: #ffffff;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-zb2mj .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-zb2mj {\n        margin-top: 1rem;\n        margin-bottom: 1rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-zb2mj {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-zb2mj  px-0\" id=\"heading-zb2mj\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-zb2mj\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"where-did-you-get-your-inspiration-did-you-see-any-colleagues-or-competitors-work-like-this\"><\/a>\n            <h2>Where did you get your inspiration? Did you see any colleagues or competitors work like this?<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-Z9yto1 p,\n    .lazyblock-content-Z9yto1 p a,\n    .lazyblock-content-Z9yto1 h1,\n    .lazyblock-content-Z9yto1 h2,\n    .lazyblock-content-Z9yto1 h3,\n    .lazyblock-content-Z9yto1 h4,\n    .lazyblock-content-Z9yto1 h5 {\n        color: ;\n    }\n\n    #content-Z9yto1 {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-Z9yto1 {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-Z9yto1 {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-Z9yto1-container  px-0 \"\n     id=\"content-Z9yto1\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-Z9yto1\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <p>Kenny:\u00a0\u201cThe place we used for inspiration-it\u2019s not a great analogy-but if you look at personality assessments, like the\u00a0<a href=\"https:\/\/pointerpro.com\/myers-briggs-personality-test\/\" target=\"_blank\" rel=\"noopener noreferrer\">Myers-Briggs<\/a>\u00a0assessment, or other tools that are used for career coaching or professional coaching, that\u2019s kind of the model they use, right?\u00a0<\/p>\n<p>But the problem in our industry is that those results are tailored for FA\u2019s to actually deliver advice. It\u2019s more about how the FA\u2019s interact in their own practice. Which is not very useful to help them grow their business.\u00a0<\/p>\n<p>So these types of assessments, and the model they use, have the most similarities, but behavioral finance has not been integrated into financial planning at all.<\/p>\n<p>It\u2019s all theory right now: How do you apply it at a mass scale for each individual? How do you identify biases and adjust financial plans accordingly?<\/p>\n<p>We help with the first part around identifying the biases at scale, but the solution had to be tailored for wealth management. It couldn\u2019t just be a generic coaching tool, it had to be specific for the industry.\u201d<\/p>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-ZCUep2 {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-ZCUep2 {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #f5f5f5;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-ZCUep2-container  #f5f5f5 custom-padding \" id=\"section-ZCUep2\"\n    style=\"opacity: 100%; background-color: #f5f5f5;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-1TYIuu .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-1TYIuu {\n        margin-top: 1rem;\n        margin-bottom: 1rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-1TYIuu {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-1TYIuu  px-0\" id=\"heading-1TYIuu\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-1TYIuu\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"do-you-have-tips-for-consultants-or-coaches-who-want-to-automate-their-services-via-automated-assessments-and-reporting\"><\/a>\n            <h2>Do you have tips for consultants or coaches who want to automate their services via automated assessments and reporting?<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-1Lkc7q p,\n    .lazyblock-content-1Lkc7q p a,\n    .lazyblock-content-1Lkc7q h1,\n    .lazyblock-content-1Lkc7q h2,\n    .lazyblock-content-1Lkc7q h3,\n    .lazyblock-content-1Lkc7q h4,\n    .lazyblock-content-1Lkc7q h5 {\n        color: ;\n    }\n\n    #content-1Lkc7q {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-1Lkc7q {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-1Lkc7q {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-1Lkc7q-container  px-0 \"\n     id=\"content-1Lkc7q\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-1Lkc7q\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <div class=\"elementor-element elementor-element-40b4787 elementor-widget elementor-widget-text-editor\" data-id=\"40b4787\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-f4fe0d2 elementor-blockquote--skin-border elementor-blockquote--button-color-official elementor-widget elementor-widget-blockquote\" data-id=\"f4fe0d2\" data-element_type=\"widget\" data-widget_type=\"blockquote.default\">\n<div class=\"elementor-widget-container\">\n<blockquote class=\"elementor-blockquote\">\n<p class=\"elementor-blockquote__content\">It wasn\u2019t just about delivering the survey and the reports. It was about what the entire solution was going to need to then take it to market.<\/p>\n<\/blockquote>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-f06018a elementor-widget elementor-widget-text-editor\" data-id=\"f06018a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p><b>Kenny<\/b>: \u201cWhat I did early on before I found you guys, was to list out what my technology needed to be if I was going to do this. I\u2019m in St. Louis, but our product can scale nationally. It doesn\u2019t need to be localized to fit one particular market, so we would deliver it online.\u00a0<\/p>\n<p>And then I started thinking: \u201cWhat are the different components that I would need?\u201d I would need:<\/p>\n<ul>\n<li>an eCommerce component to sell the survey,<\/li>\n<li>a survey tool,<\/li>\n<li>a report generator,\u00a0<\/li>\n<li>and a way for people to log in and manage their own results and their own assessments and send their assessments.\u00a0<\/li>\n<\/ul>\n<p>There\u2019s also the underline technology platform. We\u2019re not a technology firm and I don\u2019t want to take on the burden of managing servers and security. So I sketched out all the different components of what we would need and started looking at what different tools were out there to serve those different needs.\u00a0<\/p>\n<p>I realized that there are a lot of tools that do a great job at doing one particular aspect. There are tools that handle e.g. membership sites. And it works relatively easily. But it has nothing to do with the eCommerce or survey development component.<\/p>\n<p>And I think that that\u2019s the thing, when I found the tool, I was looking at the broad technology: It wasn\u2019t just about delivering the survey and the reports. It was about what the entire solution was going to need to then take it to market.\u00a0<\/p>\n<p>I would say we were able to get up and running extremely fast given the different components of what I just laid out. I mean, I think I contacted you guys less than four months ago, and we already have a commercialized product.\u201d<\/p>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-7bd53606 elementor-widget elementor-widget-text-editor\" data-id=\"7bd53606\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p>Tools like Pointerpro offer easy to interpret reports and visualizations, meaning that you\u2019ll quickly be turning your data into results. These results can be put in a wide variety of charts and tables to present them to your boss, colleagues, clients or customers.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-Z1lSh39 {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-Z1lSh39 {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; \">\n    <div class=\"container-xl lazyblock-section lazyblock-section-Z1lSh39-container   custom-padding \" id=\"section-Z1lSh39\"\n    style=\"opacity: 100%; \">\n                        <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-172zkx .heading h2 {\n        color: #421f3c;\n        font-size: 2.5rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-172zkx {\n        margin-top: 1rem;\n        margin-bottom: 1rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-172zkx {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-172zkx  px-0\" id=\"heading-172zkx\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-172zkx\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"do-you-have-any-feedback-for-improvement-of-our-product-and-service\"><\/a>\n            <h2>Do you have any feedback for improvement of our product and service?<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-Z2cv0z3 p,\n    .lazyblock-content-Z2cv0z3 p a,\n    .lazyblock-content-Z2cv0z3 h1,\n    .lazyblock-content-Z2cv0z3 h2,\n    .lazyblock-content-Z2cv0z3 h3,\n    .lazyblock-content-Z2cv0z3 h4,\n    .lazyblock-content-Z2cv0z3 h5 {\n        color: ;\n    }\n\n    #content-Z2cv0z3 {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-Z2cv0z3 {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-Z2cv0z3 {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-Z2cv0z3-container  px-0 \"\n     id=\"content-Z2cv0z3\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-Z2cv0z3\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <div class=\"elementor-element elementor-element-33e5d1db elementor-widget elementor-widget-text-editor\" data-id=\"33e5d1db\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p><strong>Kenny:<\/strong>\u00a0\u201cI think the quality of the service you give is amazing. I sent over a PowerPoint version of what I wanted our reports to look like, and you guys turned it into magic and got it functioning in the tool.<\/p>\n<\/div>\n<\/div>\n<div class=\"elementor-widget-container\">\u00a0<\/div>\n<div>\u00a0<\/div>\n<div><img decoding=\"async\" class=\"aligncenter size-full wp-image-12341\" src=\"https:\/\/proweb.p.blends.be\/wp-content\/uploads\/AtlasPointReport-1.png\" alt=\"\" width=\"849\" height=\"629\" \/><\/div>\n<div class=\"elementor-element elementor-element-ac706a5 elementor-widget elementor-widget-text-editor\" data-id=\"ac706a5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p>&nbsp;<\/p>\n<p>I had a gnarly problem working in my head around how to deliver our biases. I wanted the top three biases to be shown in the report, and I was just trying to figure it out, and you guys made suggestions and thought along with us, which took our reports to the next level. So the quality of the service has been great.\u201d<\/p>\n<\/div>\n<\/div>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-1Vh4mF {\n        padding-top: 2.8rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-1Vh4mF {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #f5f5f5;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-1Vh4mF-container  #f5f5f5 custom-padding \" id=\"section-1Vh4mF\"\n    style=\"opacity: 100%; background-color: #f5f5f5;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-1zLWoS .heading h2 {\n        color: #421f3c;\n        font-size: 2rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-1zLWoS {\n        margin-top: 1rem;\n        margin-bottom: 1rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-1zLWoS {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-1zLWoS  px-0\" id=\"heading-1zLWoS\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-1zLWoS\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"watch-the-interview-with-kenny-mobley-here\"><\/a>\n            <h2>Watch the interview with Kenny Mobley here:<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<style>\n    .lazyblock-content-2mmgyI p,\n    .lazyblock-content-2mmgyI p a,\n    .lazyblock-content-2mmgyI h1,\n    .lazyblock-content-2mmgyI h2,\n    .lazyblock-content-2mmgyI h3,\n    .lazyblock-content-2mmgyI h4,\n    .lazyblock-content-2mmgyI h5 {\n        color: ;\n    }\n\n    #content-2mmgyI {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-2mmgyI {\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n        #content-2mmgyI {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-content-container lazyblock-content-2mmgyI-container  px-0 \"\n     id=\"content-2mmgyI\">\n    <div class=\"row lazyblock-content justify-content-start  lazyblock-content-2mmgyI\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <p><iframe title=\"vimeo-player\" src=\"https:\/\/player.vimeo.com\/video\/422794741?h=3ba4c25059\" width=\"100%\" height=\"500\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>        <\/div>\n    <\/div>\n<\/div>\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-2hQu4N {\n        padding-top: 4rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-2hQu4N {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #ffffff;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-2hQu4N-container  #ffffff custom-padding \" id=\"section-2hQu4N\"\n    style=\"opacity: 100%; background-color: #ffffff;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-10 px-0 custom-padding row\">\n                    \n\n<style>\n    #section-Z26r2mo {\n        padding-top: 2.8rem;\n        padding-bottom: 0rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-Z26r2mo {\n        ;\n        ;\n        }\n    }\n\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; background-color: #421f3c;\">\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n    <div class=\"container-fluid lazyblock-section lazyblock-section-Z26r2mo-container  \" id=\"section-Z26r2mo\"\n         style=\"opacity: 100%; background-color: #421f3c;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"container-md \">\n            <div class=\"row col-lg-12\">\n                \n\n<style>\n    #content-image-2mhkuv {\n        padding-top: 0rem;\n        padding-bottom: 0rem;\n    }\n\n        \n    @media (max-width: 767.98px) {\n        .p-0 {\n            padding: 1rem !important;\n        }\n    }\n\n    #content-image-2mhkuv {\n        margin-top: 0rem;\n        margin-bottom: 0rem;\n    }\n\n    #content-image-2mhkuv .content-wrapper {\n        padding-left: 0rem;\n        padding-right: 0rem;\n    }\n\n    @media (max-width: 768px) {\n        #content-image-2mhkuv .content-wrapper {\n            padding-left: 0 !important;\n        }\n    }\n\n    @media (max-width: 1440px) {\n        #section-2mhkuv {\n            \/\/padding-left: -2.8rem;\n        }\n    }\n\n    \n \/*   .lazyblock-content-image-container {\n        position: relative;\n    }*\/\n\n<\/style>\n\n<div class=\"lazyblock-content-image-container lazyblock-content-image-2mhkuv-container -container px-0 mx-0\">\n    <div class=\"row lazyblock-content-image \"\n         id=\"content-image-2mhkuv\">\n        <div class=\"content-wrapper col-lg-6 col-12 pe-4 mb-lg-0 mb-4 order-1\">\n            <div class=\"d-flex flex-centered h-100\">\n                                                <div class=\"d-flex flex-wrap\">\n                    <div class=\"container-md px-0\">\n                        <div class=\"row lazyblock-content justify-content-start\">\n                            <div class=\"col-12 col-lg-12 text-start ps-4\">\n                    \n\n<style>\n    #heading-ZT50Bs .heading h2 {\n        color: #ffffff;\n        font-size: 2rem;\n        line-height: 3rem !important;\n    }\n\n    #heading-ZT50Bs {\n        margin-top: 0rem;\n        margin-bottom: 2rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-ZT50Bs {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-ZT50Bs  px-0\" id=\"heading-ZT50Bs\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-ZT50Bs\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"create-your-own-assessment-for-free\"><\/a>\n            <h2>Create your own assessment <br>for free!<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n<div class=\"row lazyblock-cta w-100\">\n    <div class=\"col-lg-12 text-start\">\n        <a class=\"btn btn-primary  \" href=\"https:\/\/app.pointerpro.com\/register?trial=true&amp;plan=professional\" target=\"_self\">Get started today<\/a>\n    <\/div>\n<\/div>\n\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n        <div class=\"image-wrapper col-lg-6 order-2\">\n            <div class=\"d-flex flex-centered h-100\">\n                                                                    <img decoding=\"async\" class=\"on-the-fly-2mhkuv\" src=\"https:\/\/pointerpro.com\/wp-content\/uploads\/PP-BANNER-GetStartedToday.png\"\n                         alt=\"\" title=\"\"\/>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n\n<script>\n    document.addEventListener(\"DOMContentLoaded\", function() {\n        var containers = document.querySelectorAll('.lazyblock-content-image-container');\n\n        function checkViewport() {\n            var screenWidth = window.innerWidth;\n            if (screenWidth > 320 && screenWidth <= 768) {\n                containers.forEach(function(container) {\n                    container.classList.remove('px-0', 'mx-0');\n                });\n            } else {\n                containers.forEach(function(container) {\n                    container.classList.add('px-0', 'mx-0');\n                });\n            }\n        }\n\n        checkViewport();\n\n        window.addEventListener('resize', checkViewport);\n    });\n\n<\/script>\n            <\/div>\n        <\/div>\n    <\/div>\n<!-- end -->\n\n\n                <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<!-- end -->\n\n<!-- if container is MD -->\n<!-- end -->\n\n\n\n\n<style>\n    #section-snaNG {\n        padding-top: 0rem;\n        padding-bottom: 2.8rem;\n    }\n\n    @media (min-width:1024px ) {\n        #section-snaNG {\n        ;\n        ;\n        }\n    }\n\n        .custom-padding {\n        padding-right: 0 !important;\n        padding-left: 0 !important;\n    }\n    @media (max-width: 1024px) {\n        .custom-padding {\n            padding-right: var(--bs-gutter-x, .75rem) !important;\n            padding-left: var(--bs-gutter-x, .75rem) !important;\n        }\n    }\n    <\/style>\n\n<!-- if container is fluid -->\n<div class=\"full-width\" style=\"position: relative; opacity: 100%; \">\n    <div class=\"container-xl lazyblock-section lazyblock-section-snaNG-container recommended-reading-single-post-container  custom-padding \" id=\"section-snaNG\"\n    style=\"opacity: 100%; \">\n                        <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-12 px-0 custom-padding row\">\n                    \n\n<style>\n    #heading-j8ssN .heading h2 {\n        color: #ff7418;\n        font-size: 1.5rem;\n        line-height: 2rem !important;\n    }\n\n    #heading-j8ssN {\n        margin-top: 0rem;\n        margin-bottom: 2rem;\n        margin-left: auto;\n        margin-right: auto;\n    }\n\n    @media (max-width: 768px) {\n        #heading-j8ssN {\n            margin-left: 0;\n            margin-right: 0;\n        }\n    }\n<\/style>\n\n<div class=\"container-md lazyblock-heading-2-container lazyblock-heading-2-j8ssN  px-0\" id=\"heading-j8ssN\">\n    <div class=\"row heading lazyblock-heading-2 justify-content-start  lazyblock-heading-2-j8ssN\">\n        <div class=\"col-12 col-lg-12 text-start\">\n            <a class=\"heading-2-anchor heading-anchor\" id=\"recommended-reading\"><\/a>\n            <h2>Recommended Reading<\/h2>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n<div class=\"container-md lazyblock-teasers \">\n\n    \n    \n            <div class=\"row-wrapper child row row-cols-1 row-cols-lg-2 row-cols-xl-3 grid-gutter\" id=\"content_HOsUn\">\n                                                <div class=\"col pb-5\">\n                        <div class=\"card h-100 px-0 recommended-posts\">\n    <div class=\"recommended-item-wrapper\">\n        <div class=\"recommended-item-card\">\n                            <div class=\"recommended-item-img-wrapper\">\n                    <img decoding=\"async\" src=\"https:\/\/pointerpro.com\/wp-content\/uploads\/pexels-artempodrez-6779570-scaled.jpg\" class=\"recommended-item-img\" alt=\"How to do a business assessment in 6 practical steps: A short guide for business owners, entrepreneurs and consultants\">\n                <\/div>\n                        <div class=\"recommended-item-body flex-column h-100\">\n                <div class=\"recommended-item-title\">\n                    <h4><a href=\"https:\/\/pointerpro.com\/blog\/business-assessment\/\">How to do a business assessment in 6 practical steps: A short guide for business owners, entrepreneurs and consultants<\/a><\/h4>\n                <\/div>\n                <div class=\"recommended-item-excerpt\">\n                    <p><\/p>\n                <\/div>\n            <\/div>\n            <div class=\"recommended-item-cta\">\n                <a href=\"https:\/\/pointerpro.com\/blog\/business-assessment\/\" class=\"arrow d-flex align-items-center\">\n                Read more \n                   <img decoding=\"async\" src=\"https:\/\/pointerpro.com\/wp-content\/themes\/project-child\/assets\/img\/icons\/arrow-right.png\" alt=\"read more arrow\">\n                <\/a>\n            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n                    <\/div>\n                                                                <div class=\"col pb-5\">\n                        <div class=\"card h-100 px-0 recommended-posts\">\n    <div class=\"recommended-item-wrapper\">\n        <div class=\"recommended-item-card\">\n                            <div class=\"recommended-item-img-wrapper\">\n                    <img decoding=\"async\" src=\"https:\/\/pointerpro.com\/wp-content\/uploads\/34-Ways-to-Increase-Response-Rate-6-1024x576-1.jpg\" class=\"recommended-item-img\" alt=\"36 Ways to increase your survey response rate\">\n                <\/div>\n                        <div class=\"recommended-item-body flex-column h-100\">\n                <div class=\"recommended-item-title\">\n                    <h4><a href=\"https:\/\/pointerpro.com\/blog\/improve-survey-response-rate\/\">36 Ways to increase your survey response rate<\/a><\/h4>\n                <\/div>\n                <div class=\"recommended-item-excerpt\">\n                    <p>Looking to improve your survey response rate and tried all the tell-me-something-new tips?...<\/p>\n                <\/div>\n            <\/div>\n            <div class=\"recommended-item-cta\">\n                <a href=\"https:\/\/pointerpro.com\/blog\/improve-survey-response-rate\/\" class=\"arrow d-flex align-items-center\">\n                Read more \n                   <img decoding=\"async\" src=\"https:\/\/pointerpro.com\/wp-content\/themes\/project-child\/assets\/img\/icons\/arrow-right.png\" alt=\"read more arrow\">\n                <\/a>\n            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n                    <\/div>\n                                                                <div class=\"col pb-5\">\n                        <div class=\"card h-100 px-0 recommended-posts\">\n    <div class=\"recommended-item-wrapper\">\n        <div class=\"recommended-item-card\">\n                            <div class=\"recommended-item-img-wrapper\">\n                    <img decoding=\"async\" src=\"https:\/\/pointerpro.com\/wp-content\/uploads\/Depositphotos_94605196_l-2015-1-1024x659-1.jpg\" class=\"recommended-item-img\" alt=\"17 Bad survey questions and survey design mistakes\">\n                <\/div>\n                        <div class=\"recommended-item-body flex-column h-100\">\n                <div class=\"recommended-item-title\">\n                    <h4><a href=\"https:\/\/pointerpro.com\/blog\/survey-mistakes-to-avoid\/\">17 Bad survey questions and survey design mistakes<\/a><\/h4>\n                <\/div>\n                <div class=\"recommended-item-excerpt\">\n                    <p>Writing a survey is a great way to get information on your audience....<\/p>\n                <\/div>\n            <\/div>\n            <div class=\"recommended-item-cta\">\n                <a href=\"https:\/\/pointerpro.com\/blog\/survey-mistakes-to-avoid\/\" class=\"arrow d-flex align-items-center\">\n                Read more \n                   <img decoding=\"async\" src=\"https:\/\/pointerpro.com\/wp-content\/themes\/project-child\/assets\/img\/icons\/arrow-right.png\" alt=\"read more arrow\">\n                <\/a>\n            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n                    <\/div>\n                                    <\/div>\n\n            <\/div>\n\n<script>\n    jQuery(document).ready(function($) {\n        jQuery('select').select2({\n            minimumResultsForSearch: -1,\n            width: 'resolve'\n        });\n\n        $('select').on('change', function() {\n            $('#blogform').submit();\n        });\n\n        $('.sorting input[type=\"radio\"]').change(function() {\n            $('.submit input[type=\"submit\"]').click();\n        });\n\n        \/\/ Add specific class if .career-type is found within .col div\n        document.querySelectorAll('.grid-gutter > .col').forEach(function(col) {\n            if (col.querySelector('.career-type')) {\n                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relative; opacity: 100%; background-color: #553550;\">\n    <div class=\"container-xl lazyblock-section lazyblock-section-nhPW5-container mailform-single-page-container #553550 custom-padding \" id=\"section-nhPW5\"\n    style=\"opacity: 100%; background-color: #553550;\">\n                            <div class=\"section-bg-color\"\n                 style=\"opacity: 100%;\"><\/div>\n                <div class=\"row justify-content-center px-0 mx-0\">\n                <div class=\"col-lg-12 px-0 custom-padding row\">\n                    \n<div class=\"row mx-0 lazyblock-form\">\n    <div class=\"form-pretext px-0\">\n        <h2><span style=\"font-size: 36px; color: #ffffff;\">Want to know more?<\/span><\/h2>\n<p><span style=\"color: #ffffff;\">Subscribe to our newsletter and get hand-picked articles directly to your inbox<\/span><\/p>    <\/div>\n    <form id=\"form-Z1CBtTG\" class=\"mailchimp-form\">\n        <div class=\"row\">\n            <div class=\"col-md-7 px-0\">\n           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-->\n\n","protected":false},"author":10,"featured_media":15298,"comment_status":"closed","ping_status":"closed","template":"","tags":[],"topic":[409,416],"class_list":["post-12340","case_study","type-case_study","status-publish","has-post-thumbnail","hentry","topic-consultancy-coaching","topic-questionnaire-report-tips"],"acf":[],"_links":{"self":[{"href":"https:\/\/pointerpro.com\/wp-json\/wp\/v2\/case_study\/12340","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pointerpro.com\/wp-json\/wp\/v2\/case_study"}],"about":[{"href":"https:\/\/pointerpro.com\/wp-json\/wp\/v2\/types\/case_study"}],"author":[{"embeddable":true,"href":"https:\/\/pointerpro.com\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/pointerpro.com\/wp-json\/wp\/v2\/comments?post=12340"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pointerpro.com\/wp-json\/wp\/v2\/media\/15298"}],"wp:attachment":[{"href":"https:\/\/pointerpro.com\/wp-json\/wp\/v2\/media?parent=12340"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pointerpro.com\/wp-json\/wp\/v2\/tags?post=12340"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/pointerpro.com\/wp-json\/wp\/v2\/topic?post=12340"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}