MoneyMind Profile

The way advisers engage with clients is changing — and MoneyMind Profile is leading the shift. Forget outdated, one-size-fits-all profiling. Our platform helps advisers uncover each client’s unique #BehaviouralBlueprint, transforming risk conversations into engaging, trust-building moments that drive better outcomes. In partnership with Ensombl, our founders Dr Katherine Hunt and Jacqui Henderson explore these insights in the podcast series Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations, and Better Advice. You’ve heard how it’s changing conversations - now see it in action. For Australia: listen to the Ensombl podcast: https://lnkd.in/gdnZP-cc For UK: listen to the Octo Members podcast: https://lnkd.in/gQD8S6CR Book a demo: https://lnkd.in/gR8KJEkS Go beyond risk. Transform client conversations. MoneyMind Profile - now available.   #MoneyMindProfile #AdviceTech #ClientEngagement #FinancialAdvisers #BehaviouralFinance #RiskProfiling #SmarterAdvice #FutureOfAdvice #HumanFirstAdvice #Ensombl #AustralianAdvisers

We are proudly launching our new MoneyMind Profile platform! 🚀 🙌 Our founders Dr Katherine Hunt and Jacqui Henderson are celebrating this exciting launch with partners Ensombl (Australia) and Octo Members (UK) to bring you exclusive insights on creating advice that goes beyond the numbers.   Join Dr Katherine Hunt & Jacqui Henderson, along with Lee Robertson & Peita Diamantidis and our user advocates Dr Ben Neilson, Wayne Lear, and John Stallman, as they explore the psychology of client behaviours, the challenges of traditional profiling, and how advisers can leverage the latest technology to enhance client engagement and advice delivery. Ensombl Link to Podcast series: https://lnkd.in/gdnZP-cc Octo Members Link to Podcast: https://lnkd.in/gQD8S6CR

Introducing MoneyMind Profile - a new Behaviour & Risk Profiler tool for Advisers! MoneyMind Profile is designed to help financial advisers gather a robust assessment of their prospects and clients' unique money beliefs, values, behaviours, and risk attitude. Our reports offer incredible insights so you can: - Create rewarding conversation starters, - Gain instant trust upfront and; - Save time in initial meetings. Founded by Dr Katherine Hunt and Jacqui Henderson - learn more by visiting: www.moneymindprofile.com

We're MoneyMind Profile, a company dedicated to helping advisers quickly build better client/prospect relationships by understanding their unique money beliefs, values, behaviours, and risk attitude. If you're an adviser, we'd appreciate just 1 minute of your time to understand your preference on money behaviour & risk profiling: https://wix.to/FiIzZms #moneybehaviour #financialadvice #riskprofiling