Before Dr. Gurney's research, the psychological and financial arenas had not joined forces in any systematic way. For the first time the personality traits that affect financial and investment success have been systematically studied and evaluated. This revolutionary research has led Dr. Gurney to pioneer a new field, Financial Psychology, using the Moneymax® Personal Profiling System as the cornerstone of Financial Psychology.
From the national study, nine distinct money personalities evolved. The study has been replicated 2 times since the initial national study with the same results each time. The book reveals thirteen personal financial traits which impact your money management. Like a risk assessment, comfort level with risk is one of the tested traits. What sets this assessment apart is the holistic view the other 12 traits provide.
The 13 characteristics this assessment reveals about your clients are:
The assessment tests all 13 characteristics and shows you where your clients fall on a scale of 0 to 100 for each trait. The assessment will also tell you which Moneymax personality type your client is. The types are:
Curious about each type? Check out the short descriptions below.
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