Imagine how much easier your life would be if you were better able to understand how your clients make financial decisions and why their attitudes toward money and investing are so diverse.
We are pleased to bring to your attention a tried and true tool used by advisers to solidify their relationship with current and future clients. The Moneymax® Profiling System provides advisors with significant and critical information about their clients' individual money management styles - information about both their spoken and unspoken needs. Moneymax helps you translate and maximize your clients' financial attitudes into confident and successful financial decisions.
But don't just take our word for it. Ask a client, prospect or even family member to complete a free profile today by clicking on the link below and entering the code
BEDGIDCAAL.
Moneymax was developed by Dr. Kathleen Gurney over a period of six years and tens of thousands of surveys and interviews to help individuals better understand why they make the financial decisions they do and how they can better manage their finances. The 39-question survey takes roughly five minutes to complete. Ideally, the individual completes the survey on-line and provides an email address for the resulting "money personality" report. The advisor can also enter the results of a "paper" survey to receive the analysis.
The resulting 10-page report identifies the individual' key financial traits - their attitude and feelings about their money - and the group the individual most closely fits. By explaining how that group thinks and feels about money, the report helps individuals to gain understanding of their financial personality and how to make the most of their traits. The Money Action Plan takes each trait and challenges the individuals to take a proactive approach to improving their money management skills and become more effective in working with financial advisors.
In addition to a copy of the report, the advisor receives a customized client interaction strategy that offers guidelines on establishing a sound working client relationship.
The benefits of using Moneymax are many and varied. They include:
- more appropriate portfolio development,
- greater client satisfaction with the process and decisions,
- increased client confidence in your management approach,
- greater trust,
- enhanced rapport,
- lower risk of client dissatisfaction and
- more efficient communication, just to name a few.
For more information on using Moneymax® profiling as well as a variety of packages available to financial advisors, visit Financial Psychology on the web at www.financialpsychology.com.
Moneymax® is a registered trademark of Financial Psychology Corporation.
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