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Moneymax Training Guide


Introduction to Moneymax
®
Moneymax focuses on thoughts and feelings and gives you a tool for helping people talk about how they earn, spend, save, and invest money.
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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Have you noticed that money seems to work so well in some people's lives, yet it acts as a destructive force in other's? Why do some talented, creative, educated people end up on the bottom rung of the money ladder? How do men and women tend to differ in their attitudes about money?

Up to now, questions like these had never been fully explored by financial advisors. No one had looked at both the financial and the psychological factors in money matters. Moneymax® has changed that. It focuses on thoughts and feelings and gives you a tool for helping people talk about how they earn, spend, save, and invest money. With Moneymax, you have a unique advantage as an advisor. By getting insight into how clients think about money, you will be better equipped to acquire new financial planning clients and build stronger business relationships with existing ones.


This training is to help you answer the questions:
What is Moneymax?
What is my own Moneymax Financial Personality Profile?
How do I discuss Moneymax results with prospects and clients?




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