Introducing MoneyMind Profile - a new Behaviour & Risk Profiler tool for Advisers! MoneyMind Profile is designed to help financial advisers gather a robust assessment of their prospects and clients' unique money beliefs, values, behaviours, and risk attitude. Our reports offer incredible insights so you can: - Create rewarding conversation starters, - Gain instant trust upfront and; - Save time in initial meetings. Founded by Dr Katherine Hunt and Jacqui Henderson - learn more by visiting: www.moneymindprofile.com
MoneyMind Profile
Desktop Computing Software Products
Sydney, NSW 5,396 followers
Unlock client's money & risk behaviours
About us
Understand MoneyMinds
- Industry
- Desktop Computing Software Products
- Company size
- 2-10 employees
- Headquarters
- Sydney, NSW
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Cloud Computing Software and Financial Services, Financial Planning, Accounting
Locations
-
Primary
Get directions
Pitt St
Sydney, NSW 2000, AU
-
Get directions
Greenfield Road
London, England, GB
-
Get directions
Wall St
New York, NY 10005, US
Employees at MoneyMind Profile
Updates
-
We're MoneyMind Profile, a company dedicated to helping advisers quickly build better client/prospect relationships by understanding their unique money beliefs, values, behaviours, and risk attitude. If you're an adviser, we'd appreciate just 1 minute of your time to understand your preference on money behaviour & risk profiling: https://wix.to/FiIzZms #moneybehaviour #financialadvice #riskprofiling