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Providing tools and insight into the psychology of financial behavior
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Financial Psychology Corporation offers you the tools to understand the unspoken needs of your clients. FPC tools, such as Moneymax®, are used by thousands of advisors worldwide to translate their clients' financial attitudes into confident and successful financial decisions.
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Moneymax®
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Moneymax is FPC's revolutionary online tool for understanding your customers. Moneymax can determine your client's "financial personality" and give you insight into their money management preferences.
The Moneymax Profile Questionnaire takes your clients only minutes to answer, and provides you with a detailed report of their money personality. Your clients will benefit from more appropriate asset allocation, greater satisfaction with the process, confidence, peace of mind, greater trust, enhanced rapport and more efficient communication.
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FREE $49.00 CE Credit E-Course
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FREE $49.00 CE Credit E-Course on Increasing Rapport and Engendering Trust with Prospects and Clients.
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Take this continuing Education course, approved by the CFP Board of Standards, online ($49.00 value) for a limited time. It's process not product that ultimately makes you a winner. These unique continuing education courses are delivered online in an audio streaming format presented by Dr. Kathleen Gurney.
Capitalize on your greatest asset - your ability to communicate. If you don't show your clients that you understand them and can help them, your competition will.
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Moneymax® Video
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Dr. Kathleen Gurney, Ph.D. hosts two free online videos on the importance of using Moneymax for your clients.
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I run a Moneymax® profile on every client. Moneymax® gives me the foundation to discuss how we can work best together. This is one of the most valuable tools I have discovered during my 30+ years in the business.
-- Russ Ketron,
Ketron Financial, LLC
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Dr. Kathleen Gurney discusses topics related to the psychology of finance in her new blog, including:
Kathleen Gurney's Blog >>
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