Financial Psychology helps advisors and consultants grow their client base with less effort and more authenticity. With our Moneymax tool, you can transform calls with prospective clients from "sales-y" to valuable.
Moneymax is a personality assessment based on research by Dr. Kathleen Gurney. It gives you insight into your client's money personality and money management preferences.
The Moneymax tool allows financial advisors to:
Dr. Kathleen Gurney discusses topics related to the psychology of finance in her blog, including:
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