MRI™ Core
Unlock the Psychology of Wealth
A Comprehensive Financial Psychology Solution for Forward-Thinking Advisors
Why MRI™ Core?
See the Whole Client – Gain a 360° view of client biases, behaviors, and beliefs that drive financial decisions.
Reveal Comfort with Risk – Measure how clients genuinely experience risk to align strategies with reality.
Expose Hidden Drivers – Uncover subconscious influences that shape long-term outcomes.
Deliver Personalized Advice – Use deep psychological insights to build trust and enhance results.
Colors Tell the Story
Each of the Inventory items is color coded. The color coding is designed to help you identify, plan, and prioritize conversations with your client.
🟢 Items marked green indicate the issue, while important, may not need to be addressed in your next conversation.
🟡 Items marked yellow are worth discussing with your client as they may have an impact on your client's financial goals, as well as the client-advisor relationship.
🔴 Items marked red indicate priority issues that should be addressed sooner rather than later, as these items could have a significant impact on your client's financial goals and overall well-being.
🔵 Items marked in blue provide important information about your client's perceptions and preferences. This information will help in learning more about your client and furthering the development of a strong client relationship.
MRI™ Core Testimonials
"I have physicians that work with me and come from diverse socioeconomic backgrounds. Even with more than enough to retire on, their tolerance for risk is low for those who struggled growing up. Having a tool that gives me this information is essential to my practice." TJ, Georgia, USA.
"One of the things we try to focus on most with our clients is that while we cannot control the markets, we can control our reaction to the markets. Having a solid insight into their money psychology is a crucial reference point. This inventory has been a great addition to my practice and created better client discussions."
MM, Arizona, USA.
Learn more about the Core model
MRI™ CORE IS BUILT UPON THE FIVE DOMAINS OF FINANCIAL PSYCHOLOGY
Psychology of Money
Behavioral Finance
Your environment
Financial FOMO
A Client's Financial Psychology
Money Scripts™
Financial Stress
Financial Satisfaction
Client Confidence
The Principles of Psychology, Counseling, and Client Communication
Solutions-focused
Positive Psychology
Communication preferences
The Integration of Financial Psychology into Financial Planning
Solutions-focused
Positive Psychology
Communication preferences
Client and Advisor Attitudes, Behaviors, and Value
Client Values & Goals
Financial self-efficacy
Client financial history
