We believe that a trusted advisor is the one that can truly understand a client’s financial intentions and priorities. Gaining clarity on client goals is the first step to helping them live the life they want.
MoneyMind helps you understand your clients’ financial biases when it comes to money. Once you know how your clients relate to money, you can:
Our HonestConversations exercise helps focus financial advisors’ clients on the intersection between what matters and what they can control. It prompts discussion between loved ones so everyone can get on the same page.
The InvestmentViewfinder helps you identify your clients’ investing preferences. Once you know your clients’ priorities, you can tailor a customized portfolio to help them achieve their financial goals, and: