Every financial advisor knows that trusted client relationships form the cornerstone of a successful advisory practice–and many believe this takes a lot of time. We don’t.

We can help you build trust in a short period of time by having great conversations. Our solutions set the stage for a discussion on what motivates and worries your clients, while helping them overcome inertia to take positive action.

In this era of robo-advisors and chatbots, use our solutions to showcase your value as an advisor and position yourself as a trusted expert in your client’s mind.

Introducing my3B™ Advisor
my3B™ Advisor from Syntoniq is a unique, custom-developed psychological assessment tool for financial advisors. It provides you and your clients with accurate insight into the biases, behaviors, and blindspots that may be affecting the way they make investment decisions, and by extension the achievement of their financial goals.

With years of experience in financial planning and management, we understand that you deliver the best results when you share a bond of trust, empathy, and open communication with your clients. Syntoniq helps you develop and enhance these with the my3B™ behavioral tool.