Financial Psychology
Financial Psychology Corporation offers you the tools to understand the unspoken needs of your clients.
Welcome to the relaunched FinancialPsychology.com.
The Moneymax personality profiling system provides financial consultants and advisors with important information about their client's individual money management styles - critical insights into their needs.
Have your clients complete a short personality survey of their feelings regarding risk, trust, involvement and other topics. Score their answers via the proprietary Moneymax engine, and receive a detailed profile of their Money Personality. Get insight into their investment strengths, weaknesses, and needs. Receive detailed advice on how to adjust your investment strategy to satisfy their particular money personality.
Moneymax is FPC's revolutionary online tool for understanding your customers. Moneymax can determine your client's "financial personality" and give you insight into their money management preferences.
The Moneymax Profile Questionnaire takes your clients only minutes to answer, and provides you with a detailed report of their money personality. Your clients will benefit from more appropriate asset allocation, greater satisfaction with the process, confidence, peace of mind, greater trust, enhanced rapport and more efficient communication.
Dr. Kathleen Gurney, Ph.D. hosts two free online videos on the importance of using Moneymax for your clients.
Dr. Kathleen Gurney discusses topics related to the psychology of finance in her blog, including:
All personal information entered on this site is kept strictly confidential and is not sold or shared with any outside parties. View our confidentiality statement.
