Financial Psychology Corporation offers you the tools to understand the unspoken needs of your clients.

Providing tools and insight into the psychology of financial behavior

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.

Financial Psychology Corporation offers you the tools to understand the unspoken needs of your clients. FPC tools, such as Moneymax®, are used by thousands of advisors worldwide to translate their clients' financial attitudes into confident and successful financial decisions.

 

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.

Moneymax® Video

Launch Video

 

 

Dr. Kathleen Gurney, Ph.D. hosts two free online videos on the importance of using Moneymax for your clients.

 

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

 

FPC Blog

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

  How to Get Over the Fear of Investing in a Nervous Market >>
  The Psychology of Risk in Financial Decisions >>
  Poll: 32 million adults have started shopping for the holidays >>
  How to Be Emotionally Intelligent About Your Finances >>
  What’s Your Comfort Level with Taking Financial Risk? >>
  Know What You Can Emotionally and Financially Afford to Lose >>
  Managing Anxiety in a Nervous Market >>
  Investors Flight from The Market May Indeed Be A Rational Defense >>
  Needed for Our Time: A New American Dream >>
  Boomers Willing to Wait to Get What They Want and Say They Need >>

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® Moneymax is a registered trademark of Financial Psychology Corporation

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.