Subscribe for interesting articles on lending, property, interest rate updates and more...
As a finance professional you're good at what you do. You know your numbers but how well do you really know what drives your client: what drives their decisions concerning risk, investment and savings?
Know your client's innate money attitudes and improve your understanding of what drives their investment decisions
The Money Personality Diagnostic (MPD) does not give investment advice. It presents investment and risk preferences to the client and the adviser. The success of the MPD relates to the fact that the client is alerted to behaviours that may be innate. It helps both you and your client understand their financial behaviours and preferences: behaviours towards money that do not change during a lifetime that are critical to building long-term financial planning and investment decisions. Recognition of these behaviours allows you to guide your clients in making more committed decisions and can greatly improve financial planning outcomes.
Every customer has a unique financial personality. Understand this, improve your relationship with them and improve advice performance.
Josie Thomson Certified Master Coach (ICF)
Start discovering the Financial Personality of your clients and experience the benefit and depth of knowledge that MoneyMAP will bring to your practice and service.