Marketing Guide Moneymax Training Guide Run Moneymax
Purchase Moneymax Profiles Print Questionnaire
MEMBER SERVICES
  LOGIN

HOME
ABOUT US
PRODUCTS/
   SERVICES
RESOURCES/
   ARTICLES
ENDORSEMENTS
CLIENTS
CONSUMERS
CONTACT US
OPPORTUN-
   ITIES
Partners


 

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
Goto the Next Section
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.




Return to Top next >>
Moneymax® is a trademark of Financial Psychology Corporation.

 

 

About Us | Products/Services | Resources | Moneymax | Credentials | Clients | My Account | Contact Us



© 2010 Financial Psychology Corporation. All rights reserved
® Moneymax is a registered trademark of Financial Psychology Corporation


All personal information entered on this site is kept strictly confidential and is not sold or shared with any outside parties. Click here to view the complete confidentiality statement.