To demo an MRI™ product for your firm, email us at DrCharles@MoneyandRiskInventory.co
Most financial planning clients reveal only 30–70% of their true financial picture to their advisor. That means hidden debts, unspoken goals, and unshared fears can derail even the best plan.
MRI Genesis changes that. This powerful tool helps advisors build trust and deepen client relationships through structured, proven engagement strategies—so you can truly understand your clients’ money mindset and risk profile.
Turn Hesitation into Commitment & Convert More Prospects
Reveal True Risk Profiles – Go deeper than standard assessments to uncover actual behaviors.
Personalize Early Conversations – Align recommendations with comfort and decision-making style.
Break Decision Paralysis – Identify psychological roadblocks holding prospects back.
Accelerate Trust and Action – Build immediate rapport with insights that resonate with prospective clients.
Contact us for advisor and firm-wide access.
"I’m in full client acquisition mode, working hard to grow my practice, and when I found MRI™ Genesis, it felt like my wish had come true. The tool helps me truly understand each prospective client's money psychology while giving me strategies to close each relationship. It’s an invaluable resource for building my business."
- HG, Nevada, USA.