Give your clients a discovery process worth talking about.
From understanding how your clients make financial decisions to compliant risk profiling. Get an expert read on every client — no behavioral finance degree required. Adapts to your advice workflow. Integrates with your AI tools, CRM, and planning software.
Win trust faster and lift advice acceptance
Turn your touchpoints into warm prospects
Cut the time you spend on meeting prep and agendas
Tailor plans to the person behind the numbers
Want to jump straight in?Begin with a few profiles and up to 10 team members — upgrade any time.
Peita shares her experience using MoneyMind as both a lead-gen tool and a behavioral layer within her firm's advice workflow. The results: a 90% prospect opt-in rate and a 55% conversion-to-meeting.
3 mins
Rachael Yurko
Founder & Advisor
Thrive Financial
Rachael shares her search for something beyond a standard risk profile, and reveals how MoneyMind has significantly enhanced her client conversations, building trust and increasing advice-acceptance rates.
3 mins
John Stallman
Founder & Advisor
PlanningIQ + SuperAdvice
John shares how his firm embeds MoneyMind across their social media, website, and digital advice journey — as both a lead-gen and behavioral layer within their advice workflow.
3 mins
James Trethewie
Financial Advisor
LCI Partners
James shares how he's replaced his firm's traditional risk profile with MoneyMind's powerful insights, which have improved engagement, advice acceptance, and the conversations he has with clients.
3 mins
Natallia Smith
Founder & Advisor
TruWealth Advice
Natallia shares how she uses MoneyMind as a behavioral layer to help women shift their financial mindset, addressing the patterns and blocks that are holding them back.
3 mins
Founder intro
The most powerful, all-in-one solution for client discovery.
How to start
Start your 14-day trial now. Onboarding to client insights in three steps.
