Advisors are more successful in acquiring new prospects and clients when they understand how individuals think and feel about money.
Moneymax Training Guide
Refer to the sample script to read how an advisor summarized general preferences with Jane Doe and transitioned to the PMM. Note how the advisor focuses attention on a few key traits by asking open probe questions. [View Sample Advisor Script]
The advisor discussed each trait but focused primarily on involvement, confidence, risk taking, and trust. You’ll want to do the same—discuss each trait but focus greatest attention on the most meaningful traits for this particular client.
The script is provided as a way to discuss Moneymax with clients. .
