MONEYMIND FOR LEAD GENERATION
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MoneyMind Lead Generation.
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Use MoneyMind as a lead magnet. Funnel prospective clients into your advice journey and re-engage existing clients. Track and analyse leads using our Tags, Filters & Personas features.
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Our Embed Link feature enables you to promote your own generic MoneyMind Profile on your website, marketing emails & QR Codes.
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EXAMPLE
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Discover your MoneyMind.
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If you're looking to invest or save for your retirement, we can help you get there. Understand how your MoneyMind works by uncovering your unique decision making framework that drives your relationship toward money and investing.
Train your MoneyMind to work for you!
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EXAMPLE
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Discover your Attitude to Risk.
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Your attitude to risk is often determined by various factors such as your financial goals, investment time horizon, financial situation, and personal comfort with risk-taking. By understanding the level of risk you're willing to take, you can make investment decisions you feel at ease with.
Learn your risk comfort level!
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