PlanningIQ can now connect with clients more intimately!
Australian advisory firm PlanningIQ specialises in wealth creation and retirement planning, ensuring clients are confident in knowing they are financially organised.
John Stallman is a well-known Financial Adviser, with over 30 years of experience as a financial planner.
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Industry: Wealth Management
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Location: Australia
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Employees: 3
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Challenges:
Before turning to MoneyMind, John had been looking for a better risk profiling tool. He didn't want to subject his clients to traditional risk profiling tools. He had used various tools like Capital Preferences and Finametrica, however, he found his client's didn't like the questions, results, or the experience.​
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John was looking for a tool that could:
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Evaluate clients on a definitive basis
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Profile clients with more meaningful insights
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Remove the complexities of traditional risk profilers
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Understand how clients would respond in different markets
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Results:
Understanding client's is a vital ingredient to PlanningIQ's value proposition. Since adopting MoneyMind, PlanningIQ can now connect with clients more intimately through insights that his clients truly value, empowering deeper self-reflection.
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John's results: ​
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100% of clients have segment criteria that determines how each client will respond to different markets & volatility - specifically manage self-control & optimism.
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100% of clients now have a deeper understanding about themselves.
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More meaningful insights about clients.
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Connect more intimately with clients & on their level - in accordance with their financial understanding & experience.
MONEYMIND FOR WEALTH PROFESSIONALS
Contact Us.
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We're here to answer any questions and get you acquainted with MoneyMind Profile.
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You can book a 15-minute follow up meeting or sign up for a 14 Day FREE Trial.
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