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Moneymax Training Guide

What is my Moneymax Profile?
Answer the questions to the questionaire to learn your own Personality Profile
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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Complete your own profile by answering the 28 questions , entering the data into the computer system, and creating your own personal report.

When you are finished with the profile questionaire, select the training tab and click 'Discussing Results with Clients' to continue training.
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