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Moneymax Training Guide

Moneymax® Advisor-Consumer
Money Action Plan
Using the Moneymax trait results, you can develop a tailored Money Action Plan specific to your client's financial personality.
Moneymax Training Guide
Intro to Moneymax
What is Moneymax?
The Trait Report
Money Action Plan
Moneymanagement Style
Client Interaction
What is My Personality Profile?
Discussing Results with Clients
Leveraging Moneymax
Sample Advisor Script
Moneymax in Conclusion
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The Money Action Plan provides an overview of the money management style and
financial traits that are characteristic of the investor's Moneymax® Profile
Group membership. It provides guidance to investors to improve their money
management skills and helps in achieving their goals. This part of the
report is for the prospect/client and can be reviewed by them at their
leisure. Simply introducing the Money Action Plan to them should be
sufficient, unless they want to spend more time. (Sample Profile: Jane Doe,
Money Action Plan)
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