Money & Risk Inventory™ April Webinar
In this webinar, Dr. John Grable, CFP® and Dr. Charles Chaffin, co-founders of MRI™ will walk through the MRI™ products, including:
MRI™ Core- The foundational MRI™, covering all the areas of financial psychology and Comfort with Risk™ with advisor insights to deepen the client-advisor relationship.
MRI™ Genesis- Identify prospects' risk profiles and financial psychology to convert them into clients.
MRI™ Essential- Designed for existing clients, this shorter tool updates Comfort with Risk™ and client's financial psychology.
MRI™ Wealth Readiness- Designed to assist banks and credit unions in identifying customers who are ready to move into investing and wealth management.
MRI™ Custom- We use financial psychology to develop tools and insights that will guide your advisors and clients towards deeper relationships and taking action.