Moneymax, which was founded by Dr. Kathleen Gurney has provided a great service to you and your clients. Effective December 22, 2020 Dr. Kathleen Gurney and her team will transition Moneymax over to my team. Her legacy will continue through this tool in the same manner that you are accustomed to. We are planning to make this transition seamless to our users as the website will continue to function as it does now. Your login credentials, past profiles, unused profile credits will remain on the server.
I am Tom Shortreed. I have used Moneymax for over 20 years and found it to be such a valuable tool for helping clients better understand themselves. It gives them insight into their own personality related to their relationship with money and also gives them a better understanding about their spouse's relationship with money. It is reassuring to clients after reviewing their Moneymax results with an advisor that the advisor can now empathize with them and can align all recommendations for them in an appropriate manner.
I have had great conversations with clients over the Moneymax results. Often they say, "Wow, that's me!" or "I can't believe how you well you know us!" There have been great discussions related to their relationship with money, trust issues they have, the challenges that they have faced, their level of contentment or feeling of being in control and many more. In addition, I have found this tool very helpful in guiding my prospects and clients in the right direction and has helped me to appropriately sell products to my clients. While using Moneymax for over 20 years, I have not found a better way to gain true insight into the financial thinking of my prospects or clients. When we were notified that Moneymax was potentially going to sunset if a successor was not found, I knew that would greatly impact my practice in a negative way.
When you have any questions please continue to email [email protected] If you or someone on your team need a refresher on Moneymax, or if you are interested in how I use the data to really connect with my prospects or clients I would be happy to share this with you. I appreciate your past and continued support of Moneymax.
Thank you to Dr. Kathleen Gurney for the development and maintenance of such a great resource. Many advisors have used this with their prospects and clients to provide enhanced recommendations and financial plan decision making.
Personality Profiles LLC
DBA Financial Psychology Corporation
Phone number 941-346-7558