Unlock Your Client’s Money StoryTypes™:
Your Gateway to Empowering & Engaging Transformative Financial Conversations.
Enhance and deepen money conversations for greater human connection.
Attract the right clients
The Money StoryTypes tool provides valuable insights that enable you to target the prospects you know will become long-lasting clients. The higher levels of client trust the tool garners will earn you more referrals, helping your business grow.
Deepen client relationships
When you help your client have that difficult conversation about their feelings and money, you become their trusted advisor, the person they feel safe with and have confidence in to lead them to financial freedom.
Improve client retention
Getting to the core of your client’s money mindset leads to better financial outcomes. Using the Money StoryTypes tool to initiate these important conversations will see your client retention rates skyrocket. Demonstrate you are adding value to your clients in a time of market turmoil.
All the content has been carefully crafted and ready to use.
Your logo and optional branding can be added to your assessment.
Dynamic Result Videos
Build trust and rapport with custom videos based on how a prospect answers.
Advanced Data Segmentation
Automatically tailor your follow up process.
View and Track Leads
Access the Assessment Portal to view leads in one place.
Access to the most up-to-date assessment marketing best practises.
Optional Addons Available
Full White Label Custom Design – Add £299 once off payment
Elevate your brand with custom design services that re-imagine every aspect of Money StorytypesTM to reflect your unique identity. From the landing page to the PDF report, we’ll recolor and recreate it all in your branding. Plus, enjoy a custom domain for a fully white-labeled solution.
Custom Result Video Editing – Add £299
Just record your result videos using our provided script, share the raw footage, and our expert team takes care of the rest. We’ll professionally edit and compile your videos, then seamlessly integrate them into your assessment.
What is considered as “1 report”?
A ‘report’ or sometimes known as an entry, is a unique entry from either a person (e.g. a lead or client) completing your assessment. Duplicate people only count as 1 report.
How quickly can I get up and running?
Once you sign up and complete the onboarding form, your assessment will be operational typically within 3-5 business days.
What happens if I hit my monthly limit?
We will simply notify you with your options to either upgrade your account or pause the assessment until the next month begins.
Can it connect to my CRM?
We can integrate with the majority of CRM systems, including but not limited to IRIS, Salesforce, Wealthbox and hundreds of others.
Can I change plans?
You can easily change your plan at any time to better suit your evolving needs and client base.
Am I locked into a contract?
No, there are no long-term contracts or commitments.