Financial Advisor Ally partners with The 5 Money Personalities in order to streamline your client experience. We create a branded assessment for your clients or prospects to go complete, and you get all the results emailed straight to you!

How It Works
First
Set yourself apart

• Start using behavioral finance
• Match your client’s Money Personalities to satisfying investment approaches
• Connect in a way that speaks to your client’s personal makeup

Second
Acquire new clients

• Complete our FAA handbook
• Gain email and mailing examples for prospects
• Use your branded assessment as a lead generator tool for prospects

Third
Retain and grow current clients

• Re-engage through one-on-one meetings
• Share snippets of the 5 Money Personalities as you go to spread understanding
• Add value and a cutting edge to your firm

Building real relationships
It doesn’t matter if you have known your client for ages, utilizing Financial Advisor Ally allows you to understand them in a new way, keep track of their information, and guide them through the best investments and financial decisions specifically based on their money personalities.

Uncover. Teach. Reveal.

Tailored to your needs

• Customizable branded assessment
• Custom advisor portal and dashboard
• Digital badge, for web usage
• Financial advisor ally best practices handbook
• Certification for being a 5 money personalities advisor
• Sample marketing materials