Know your mind

Introducing MyMoneyMindset Assessment

Do you wish there was a way to understand more about your client? What if there was a tool which could give you insight into your client’s attitude towards money.  Even better, what if this tool could be the opening for that all-important, but difficult, conversation about how your client feels about money.  The MyMoneyMindset Assessment is what you need to become a more effective and connected financial professional.


The MyMoneyMindset Assessment is a one of a kind tool designed based on scientific research, in-depth interviews with investors and financial advisors, and lots of life and business experience.  In 10 minutes or less, your client can fill in the questionnaire and access a personal profile and action plan.  In no time, you’re both on the right path to a connected advisory relationship.