Grow your book. Grow your business. Grow your bottom line.
MarketPsych has been working with financial advisors, wealth managers, and investment counselors since 2002. We provide high-level, cutting edge products and services that evolve with your practice.
Free Resources
Client Assessment Tools
Investor Personality Test - A comprehensive, multidimensional report that assesses the client's unique personality traits in relation to common cognitive biases. The report offers personalized suggestions for helping investors overcome their most problematic investing biases.
Financial Planning Fundamentals - This survey helps advisors elicit and document client financial goals and interests. Largely a demographic survey, it works well when combined with the Financial Values Questionnaire.
Financial Values Questionnaire - Financial values affect clients at the deepest levels of decision-making. This questionnaire yields a detailed wealth psychology profile for your client. It is a fundamental tool for collaborative planning
Subscription Resources
Advisor Tools
Monthly Case Studies - Sign up to participate in our monthly reviews of important client cases. In each case we outline a common client dilemma that advisors face during prospecting, working with emotional clients, or obtaining referrals. We outline the psychological issues at work in both the client and the advisor and explain a path for moving forward, guided by the latest research in behavioral economics. You will learn to build strong and enduring client relationships and build solid referral streams.
Strategic Emotional Communication Package - A guide designed to help financial advisors maximize their impact on clients. The SEC Package contains techniques for active listening, identifying and meeting emotional needs, and helping clients move clients past psychological obstacles that prevent good decision-making.
The Financial Stress Management Plan - A must for any client with equities exposure. Everyone knows that staying true to an investment plan can be anxiety-provoking and stressful. The F-SMaP prepares clients for volatile markets by providing healthy coping alternatives and reframing crises as opportunities. The key to fighting anxiety is to instill a sense of control. This tool provides that like no other.
The Slide Show Method - Investors are constantly being drawn into a short-term, market focus where emotions rule. But investing success requires the opposite - a long-term, goal focus where rationality dictates decisions. The Slide Show Method is a goal-setting and visualization tool that keeps investors in the proper frame of mind. It is also an invaluable relationship building an asset-gathering tool for financial advisors who leverage it.
Presentations
MarketPsych has been specializing in presentations to financial advisors since 2002. We present on a wide array of topics related to the application of behavioral finance and financial psychology to growing your business. We pride ourselves on being cutting edge, entertaining, actionable and timely. Please see our speakers section for more details.
Workshops/Trainings
MarketPsych has delivered top-rated workshops on 4 continents. We offer everything from 2 hour trainings to intensive three-day workshops. Unlike other workshops that cover interesting material that is soon forgotten, MarketPsych helps advisors integrate behavioral finance techniques into their daily work by teaching and practicing valuable skills with staying power. Please inquire for more information on how we can create a workshop for your organization.
Coaching/Consultation
MarketPsych is available for consultation as well as coaching for select individuals. Our focus is on client management, prospecting, asset-gathering, and professional development. As trained professionals in financial psychology our coaching/consultation is different than other business coaches. We focus specifically on how to leverage and apply behavioral principles to grow your business as well as your bottom line.
Client Functions - MarketPsych provides entertaining talks and workshops for prospect and client appreciation events. We provide fun, interactive and educational material that not only educates the audience, but builds a bridge between client and advisor.
MarketPsych Insights Subscription Service (Coming June 2011)
Client Risk Management System
We are proud to announce a forthcoming Client Risk Management System - a game changing new service for financial advisors.
Until now, advisors have had to rely on static risk preference profiles that were taken - sometimes years ago - to assess their clients' risk tolerance. But risk preferences are not static; they're dynamic and constantly evolving with the market, the client's portfolio status, and life circumstances. You wouldn't dream of investing in the market without assessing risk. But the majority of your clients' risk profile - has largely been out of reach.
The MarketPsych Client Risk Management System is the first tool that evolves with your client, providing psychological updates and status reports on your client base complete with suggested courses of action tailored to their profile.
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