MarketPsych helps Financial Advisors grow their business and 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
Financial Planning Fundamentals - This survey helps FA’s understand and document important characteristics about clients. Largely a demographic survey it works well when combined with the Financial Values Questionnaire.
Financial Values Questionnaire - Financial values effect clients at the deepest levels of decision-making. This questionnaire yields a detailed wealth psychology profile for your client. A fundamental tool for collaborative planning
Risk-Reward Profiler - A better risk preference questionnaire! This questionnaire captures the difference between “emotional” risk tolerance. By capturing both elements, his assessment capture a more complete profile, but also the discrepancy between how people believe they will react to risk and how they are likely to.
Investor Personality Test - A comprehensive, multidimensional report that assesses the client’s unique personality traits as an investor as well as vulnerability to biases that stand in the way of success. The report also offers personalized suggestions for helping investors overcome these obstacles.
Non-Free Resources
Products -
Strategic Emotional Communication Package
The Financial Stress Management Plan
The Slide Show Method of Client Goal-Setting
Presentations
Workshops/Trainings
Coaching
Client Functions - MarketPsych provides entertaining talks and workshops for prospecting/client appreciation events. We provide fun an educational materials to clients while building a bridge between client and adviser.
Subscrition Service (Coming Soon)
Client Risk Management System
We are proud to announce that we are currently beta-testing our Client Risk Management System - a game changing new service for financial advisors that has never been seen before.
Until now, advisors have had to rely on static risk preference profiles that were taken sometimes years ago to assess their clients risk preferences. That, and their own instincts. 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 other half of the equation - the individual clients risk profile - has always been out of reach. Until now.
The MarketPsych Client Risk Management System is the first tool that evolves with your client, providing psychological updates, status reports on your client base complete with suggested courses of action tailored to their profile.
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