From understanding how your clients make financial decisions to compliant risk profiling, you'll have an expert read on every client — no behavioral finance degree required.
Adapts to your own advice process.
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.
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.
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.
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.
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.
87% of what really drives client decisions, a risk score misses
Know how each client saves, spends, invests, and reacts. Advice tailored to what drives clients emotionally earns trust faster — so they commit sooner and stay longer.
Source: Journal of Behavioral & Experimental Finance, 2024
7% of an advisor's time goes to organically winning new clients
Ignite organic growth and turn every touchpoint into an entry point. One embed link across your website, portal, and socials — invites warm, engaged leads.
Source: Cerulli U.S. RIA Marketplace, 2025
27% of heirs keep their parents' advisor — the rest walk
The $84 trillion wealth transfer is a retention cliff. Understand the whole family's dynamics, so the relationship transfers before the wealth does.
Source: Cerulli, 2025
