To demo MRI™ for your firm, email us at DrCharles@MoneyandRiskInventory.com
The MRI™ evidence-based approach helps financial advisors build deeper client relationships—efficiently and at minimal cost.
The MRI™ evidence-based approach helps financial advisors build deeper client relationships—efficiently and at minimal cost.
In today’s complex financial landscape, understanding your clients’ deepest financial motivations isn’t just an advantage—it’s essential. MRI™ is here to help financial advisory firms, financial advisors, and even consumers tap into the true psychology of money.
At MRI™, we design and license powerful, evidence-based surveys and tools that bring clarity to financial decision-making. These tools provide deep insights into the thoughts, attitudes, and motivations shaping financial and investment behaviors—insights that help financial advisors connect more authentically with their clients and deliver services that truly resonate.
While MRI™ may be a new name in the field, our foundation is anything but. Our tools are built on decades of academic research and hands-on trials, drawing from the best in:
Our development team includes leading experts whose published work in wealth management, psychology, and financial planning has been cited over 15,000 times in peer-reviewed journals. Their groundbreaking contributions continue to shape how the financial services profession understands and integrates client psychology.
Unlike generic risk assessments and one-size-fits-all questionnaires, MRI™ offers a robust suite of surveys and tools designed to:
✅Uncover clients’ real comfort with risk
✅Quickly reveal an existing or prospective client’s core financial mindset
✅Transform banking and insurance clients into wealth management relationships
✅Identify ideal prospects and boost conversion rates
Whether you’re meeting with current clients or attracting new ones, MRI™ gives you the tools to understand them better and faster—and to build relationships that last.
Every MRI™ tool has been rigorously tested and refined through years of research and field application. We test each model to ensure the highest standards because quality and credibility aren’t optional when it comes to your clients.
