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
Know your client as well as you know your numbers
The MoneyMAP Money Personality Diagnostic measures attitudes on thirteen financial traits. It will give you insight into whether your clients are Participants or Spectators when it comes to money. You will discover how their attitude to finance and investment is intrinsically tied into their personality framework.
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.
1. Your Client Accesses Website
With MoneyMAP Password
2. Your client completes online MoneyMAP Questionnaire
4. Your Client Debriefs with MoneyCoach
3. We prepare and review MoneyMAP report
YES! I want to help my clients understand their money barriers and achieve more from my advice.