Start with understanding.
Give a prospective client room to share how they think. Use their profile to move discovery beyond facts and figures into a more meaningful exchange.
BUILT FOR REGISTERED INVESTMENT ADVISORS
Know the person.
See a different
perspective.
The numbers tell you what a client has.
Understanding the individual helps you discover what matters.
BRG Actcents Report brings behavioral insight into the advisory relationship—so your conversations, explanations, and next steps feel personal from the start.
40 individual stylesClient + advisor reportsUnlimited firm plans
CLIENT EDITIONA MORE PERSONAL VIEW
Your perspective.
Your way forward.
Understanding how you approach decisions,
relationships, and change.
JM
Jordan MorganIllustrative profile
The HarmonizerAction38
Expression84
Support72
Analysis46
“I want to understand the possibilities—and feel comfortable with the people helping me get there.”Illustrative design and conversation example. Not an actual result.
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Better questions.
More personal conversations.
More personal conversations.
THE HUMAN SIDE OF FINANCIAL ADVICE
Same financial question.
Four different starting points.
A recommendation can make perfect sense on paper and still leave a client hesitant. Understanding how they prefer to engage gives you a better place to begin.
TRY A DIFFERENT CONVERSATION
Lead with the outcome.
Offer a clear purpose, the available choices, and the decision required. Keep supporting detail close without burying the main point.
“Which result matters most to you, and what tradeoff would you not want to make?”
Every person has all four measurements. Their combination adds nuance; a style is a conversation starter, not a label that defines someone.
VALUE THEY CAN FEEL
Make “personalized”
mean something.
Your clients bring more than assets to the table. They bring expectations, habits, concerns, and their own way of making a decision.
Explain it in a way that connects.
Some clients want the destination first. Others want to talk through the possibilities, the transition, or the evidence. Adjust the conversation without changing the facts.
Give them something about themselves.
A personal client report creates value before the next recommendation. It offers language for preferences they may recognize but have never put into words.
Keep the individual in the relationship.
Return to the profile during onboarding, reviews, and life transitions. Ask what still fits, what has changed, and what they need from you now.
ONE ASSESSMENT. TWO USEFUL PERSPECTIVES.
Something for your client.
Something for you.
Each edition has a distinct purpose. Your firm receives the advisor edition. You choose whether the client receives their personal report by email.
“That sounds like me.”
Help clients recognize their own approach to choices, communication, and change—with a useful personal report they can keep.
- Their individual behavioral style
- All four measurements in a clear visual profile
- Recognizable everyday tendencies
- Questions to bring to the advisory relationship
BRG ACTCENTS REPORT
Your voice belongs
in the conversation.
You may find it easier to explore a decision by talking through the possibilities with someone you trust.
A QUESTION TO ASK
“What appeals to me about this direction, and what would I like to verify before choosing it?”
A preview of the approach, not an individual assessment result.
EASY TO MAKE PART OF YOUR PRACTICE
A simple process.
A more thoughtful first meeting.
Share your firm’s link.
Send your dedicated intake link to a potential or current client as part of your existing discovery or review process.
They complete the assessment.
The IBO assessment explores behavioral preferences and translates their individual style into financial conversations.
Arrive with a new perspective.
Your advisor report goes to your firm’s designated email, ready to inform the conversation. Automatic client report email is optional.
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Built to support your judgment. BRG Actcents Report helps you understand and communicate with people. It does not measure investment suitability, replace a risk-tolerance assessment, or recommend investments.
HUMAN NATURE SPECIALISTS · SINCE 2005
Financial conversations.
Human understanding.
BRG Actcents Report is a service of The Behavioral Resource Group, associated with BRG Assessments. Since 2005, our work has centered on understanding people: what motivates them, how they evaluate what matters, how they behave, and how they respond.
Our expertise spans human motivation, axiology, behavioral analysis, and temperament. We bring that human-nature perspective to the way advisors understand and serve each individual.
01
Human motivation
What energizes and matters to a person.
02
Axiology
How people perceive and evaluate value.
03
Behavioral analysis
How people tend to act and communicate.
04
Our broader areas of expertise. BRG Actcents Report uses the IBO behavioral assessment.Temperament
The dispositions people bring to everyday life.
FOR YOUR FIRM. FOR YOUR CLIENTS.
More conversations.
No per-client hesitation.
Explore an unlimited assessment subscription for your RIA firm. Bring behavioral understanding into prospect meetings, client onboarding, and ongoing relationships.
We’ll discuss your team size and how you want to use the service, then recommend a firm arrangement. BRG Actcents Report is included with each BRG retainer. Contact us to activate your firm’s access.
UNLIMITED FIRM USEMake understanding
Make understanding
part of your practice.
- A dedicated firm intake link
- Personal client reports
- Separate advisor reports
- 40 individual behavioral styles
A FEW THINGS WORTH KNOWING
Your questions, answered.
Is this a risk-tolerance assessment?
No. It explores behavioral preferences to support communication and discovery. Continue to use your firm’s own processes for risk tolerance, suitability, and financial recommendations.
Can I use it with prospects and current clients?
Yes. It can support an initial conversation, onboarding, or a fresh discussion with an existing client. Use the report as a prompt and ask the person what fits their experience.
Does the client receive my advisor report?
No. When client email is enabled, only the client edition goes to the participant. The advisor edition is delivered separately to your firm’s designated advisor-report email.
Will clients need access to the BRG dashboard?
No. Clients use your firm’s intake link. Your firm chooses whether their report is emailed to them. They do not need access to the internal BRG dashboard.
How is a subscription priced?
Contact us to discuss your firm’s size and intended use. We are offering firm subscriptions for unlimited assessment use, with an arrangement agreed directly with your team.
LET’S START A CONVERSATION
Your next client is more
than their portfolio.
See what a more personal perspective could bring to your firm.
Ask for sample reports, a walkthrough, or firm pricing.