MRI™ IS built upon the 5 areas of FINANCIAL PSYCHOLOGY

Psychology of Money

The Principles of Counseling, Psychology, and Communication

Understanding a Client's Financial Psychology

Behavioral Finance

Your environment

Financial FOMO

Understanding a Client's Financial Psychology

The Principles of Counseling, Psychology, and Communication

Understanding a Client's Financial Psychology

Money Scripts™

Financial Stress

Financial Satisfaction

Client Confidence

The Principles of Counseling, Psychology, and Communication

Solutions-focused

Positive Psychology

Communication preferences

Client and Advisor Attitudes, Values, and Biases

The Integration of Financial Psychology into Financial Planning

The Principles of Counseling, Psychology, and Communication

Client Values & Goals

Financial self-efficacy

Client financial history

The Integration of Financial Psychology into Financial Planning

Client readiness to take action

Client learning preferences

Advisor preference

A deeper Insight into the "so what" client Question

Actionable insights to the advisor...

Your client has a strong belief in their ability to achieve their goals. This positive mindset is a valuable asset in pursuing personal and professional success.

Practical, Accessible, & Relevant

Actionable insights to the advisor...

Your client has some doubt about their ability to achieve their goals.

They may benefit from setting smaller, more easily achievable financial goals and celebrating their progress along the way.

MRI™ IS built upon the 5 areas of FINANCIAL PSYCHOLOGY

Psychology of Money

The Principles of Counseling, Psychology, and Communication

Understanding a Client's Financial Psychology

Understanding a Client's Financial Psychology

The Principles of Counseling, Psychology, and Communication

Understanding a Client's Financial Psychology

The Principles of Counseling, Psychology, and Communication

The Principles of Counseling, Psychology, and Communication

The Principles of Counseling, Psychology, and Communication

Client and Advisor Attitudes, Values, and Biases

The Integration of Financial Psychology into Financial Planning

The Principles of Counseling, Psychology, and Communication

The Integration of Financial Psychology into Financial Planning

The Integration of Financial Psychology into Financial Planning

The Integration of Financial Psychology into Financial Planning

A deeper Insight into the "so what" client Question

Actionable insights to the advisor...

Actionable insights to the advisor...

Actionable insights to the advisor...

Practical, Accessible, & Relevant

Actionable insights to the advisor...

Actionable insights to the advisor...

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