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Give your financial advising some personality with Financial Psychology's Moneymax quiz
 

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:

  • Truly "get" their clients
  • Increase their prospective client conversion rate
  • Develop better relationships with their clients
  • Have less sales-y interactions and more meaningful ones

The assessment takes clients' only minutes to complete and provides a meaningful report about their money personality. With Moneymax, you can provide your clients:
  • More appropriate asset allocation
  • Greater satisfaction with the process
  • More confidence and peace of mind
  • More efficient communication
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See what financial advisors have to say about the tool:

 

I run a Moneymax® profile on every client. Moneymax® gives me the foundation to discuss how we can work best together. This is one of the most valuable tools I have discovered during my 30+ years in the business.
-- Russ Ketron, Ketron Financial, LLC

 

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FPC Blog

Dr. Kathleen Gurney discusses topics related to the psychology of finance in her blog, including:

  7 Advisors Explain How They Use Financial Psychology >>
  How to Work with Clients Who Value Financial Safety and Hate Risk >>
  How to Work With Financial Risk Takers as a Financial Advisor >>
  The Secret to Better Money Management For Your Financial Advising Clients >>
  How to Work With Business Owners as a Financial Advisor >>
  How to Provide Better Results for Your Financial Advising Clients with Financial Psychology >>
  13 Psychology Traits That Impact Money Decisions >>
  How to Separate Money and Emotions For Better Wealth Management >>
  Getting Clients as a Financial Advisor By Setting Yourself Apart >>
  How To Mindfully Manage Your Credit Card >>
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