Master MoneyMind

MoneyMind's Masterclasses for power users offers in-depth workshops, moving beyond the basics to master advanced techniques for profiling clients, lead generation, and hyper-personalised client interactions.

Behavioural Finance Squad

Through our Behavioural Finance Squad support program, you'll gain the practical skills and techniques to implement MoneyMind effectively, enhancing your communication skills and enabling you to guide clients with greater precision.

A must for every adviser using MoneyMind.

Elevate Your Lead Generation

This Masterclass highlights our behavioural insights and demonstrates how to optimise your marketing funnels to transform traditional lead generation methods.

Learn to embed profiles on your website, email marketing, social media, and events, effectively boosting leads and conversions.

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Streamline Client Onboarding

This Masterclass covers best practice for welcoming and integrating new clients to ensuring a positive beginning to the relationship by understanding their unique behavioural traits.

Learn techniques for a well-designed onboarding process that builds trust, establishes clear expectations, and promotes long-term loyalty.

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Remarkable Reviews Enabled

This Masterclass elevates annual client reviews from routine compliance ticks to exceptional client-focused experiences.

Learn how to incorporate behavioural insights and visual frameworks to craft “wow” moments that foster loyalty, generate referrals, and support meaningful progress for your clients.

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Effective Fee Conversations

This Masterclass focuses on effective communication strategies for discussing fees and pricing with clients - building trust, establishing value, and closing confidently.

Learn techniques for understanding common client behavioural characteristics in advance, so you know the best approach to use through sensitive fee conversations.

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Hyper-personalise Your Meetings

This Masterclass automates the preparation of first and review meetings, streamlining your workflow and boosting productivity through our AI Agent.

Learn techniques to create meaningful, empathetic, and highly effective meeting agendas that not only resonate with clients, but cultivate engaging relationships.

Hyper-personalise Your Emails

This masterclass harnesses AI to revolutionise email communications by tailoring messages to behavioural preferences, enabling you to craft highly personalised content effortlessly.

Learn techniques to systemise and scale your emails for maximum impact - such as proactively engaging impulsive clients during volatile market conditions.

Personas for Targeted Support

This webinar explores the client personas to better understand target audience cohorts, and map these to suitable Support Pathways and Digital Advice Journey's.

Learn techniques to emphasise how personas help tailor communication and develop product strategies to meet specific customer needs and preferences.