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Moneymax
Training Guide
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Introduction to Moneymax®
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Moneymax
focuses on thoughts and feelings and
gives you a tool for helping people
talk about how they earn, spend, save,
and invest money. |
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Have
you noticed that money seems to work
so well in some people's lives, yet
it acts as a destructive force in other's?
Why do some talented, creative, educated
people end up on the bottom rung of
the money ladder? How do men and women
tend to differ in their attitudes about
money?
Up to now, questions like these had
never been fully explored by financial
advisors. No one had looked at both
the financial and the psychological
factors in money matters. Moneymax®
has changed that. It focuses on thoughts
and feelings and gives you a tool for
helping people talk about how they earn,
spend, save, and invest money. With
Moneymax, you have a unique advantage
as an advisor. By getting insight into
how clients think about money, you will
be better equipped to acquire new financial
planning clients and build stronger
business relationships with existing
ones.
This training is to help you answer
the questions:
What
is Moneymax?
What
is my own Moneymax Financial Personality
Profile?
How
do I discuss Moneymax results with prospects
and clients?
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| Moneymax®
is a trademark of Financial Psychology Corporation. |
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Financial Psychology
