Myclient

Aimed squarely at financial professionals who want to understand their clients and form long lasting trusted relationships. This ideal assessment tool is non-invasive and clients are under no pressure to provide financial information or any other personal details.

If you are in banking, investment, financial planning, insurance, wealth creation or retirement services, Myclient will help you discover your clients’ personality profile and their appetite for risk and reward.

Myclient assessments provide a raft of information that “completes” the personal picture so you can provide better services and advice by knowing who they are.

You will

• Understand people before numbers
• Know how people are ‘hard-wired’ about finances and financial planning and what you can do about it
• Grow personally and professionally by learning new communication skills
• Identify the behavioural issues that get in the way of making a financial decision
• Learn how people’s money personality falls into definable patterns
• Create a successful investment strategy for each personality style
• Discover better ways to communicate with each client for maximum results
• Strengthen your ability to establish trusting relationships with every client
• Increase your client’s level of comfort with making investment decisions

Myclient provides valuable information on how to communicate with your clients to maximise results. For instance, clients can be segmented by style and a more appropriate communication and offer released to satisfy the ‘style’ needs of each client.

The benefit for the company (or yourself) is sales growth, increased market share and profitability.