The Moneymax®
Marketing Guide is a tool for financial advisors
to help add value to your business.
To
review the Moneymax® Marketing Guide, Select
one of the Menu sections below, or to step through
the guide in sequence, Select the arrow button in
the lower right corner of the Marketing Guide Menu.
Moneymax
Money Management Styles
The
nine money management styles are reprinted
for you to familiarize yourself with each
one. On the reverse side is the corresponding
"client interaction strategy" to
help you work productively with each money
management style. This section is now a part
of the Online Moneymax Training section.
The
script outlines how to review a Moneymax
profile with a prospect and build it into
your process.
