For Financial Advisors
The first client meeting, automated.
Send a 10-minute assessment. Get a complete psychological profile of your client before you ever speak — their investor personality, risk reality, cognitive biases, and exactly how to work with them.
What you get
Three tools, one assessment.
Complete Client Profile
Before your first call, know your client’s investor archetype, how they react to volatility, what drives their financial decisions, and what communication style they respond to best.
Replace the Discovery Meeting
13 scored dimensions — financial anxiety, plan orientation, trust, excitement-seeking, and more — each with specific guidance on how to position recommendations, manage the relationship, and avoid friction.
Catch Problems Before They Happen
The risk gap flags clients whose emotional risk tolerance doesn’t match what they tell you. Know who’s likely to panic-sell before a downturn forces the conversation.
The Advisor Report
Everything you’d learn in 3 meetings. Before meeting one.
Send the assessment link when you book the first appointment. By the time your client walks in, you already know:
- How they think about money and risk
- What communication style they respond to
- Whether their stated risk tolerance matches their actual behavior
- Which cognitive biases are most likely to derail their plan
- Exactly how to frame your recommendations for this specific person
The Advisor Eyes Only report gives you specific guidance across 10 categories for each dimension — so you walk into every meeting already knowing what to say.
| Liquidity | Incorporate liquidity reserves into the financial plan with explicit target amounts and timelines. |
| Implementation | Appreciates the need for a long-term plan with clear milestones; present the full roadmap upfront. |
| Risk Management | Use Monte Carlo simulations to explain volatility impact on long-term outcomes. |
| Time Horizon | Frame all decisions relative to the plan timeline; short-term noise is less relevant. |
| Education | Provide structured materials with clear frameworks; avoids improvised or ad hoc advice. |
Pricing
Pay per consultation automated.
Each credit automates one client consultation. Credits reset monthly. No per-seat fees. Cancel anytime.
Built on Stanford postdoctorate research in neuroeconomics
Board-certified psychiatrist · Stanford postdoctoral researcher in neuroeconomics · Validated across 22,000+ assessments
FAQ
Common questions.
About 10 minutes — clients complete it on their own time before your first meeting. No scheduling required, no back-and-forth.
Clients see a personalized report about their own investor psychology — engaging enough that they’ll want to share it. You see everything they see, plus an Advisor Eyes Only panel with specific guidance on how to work with this particular person.
One credit = one automated client consultation. Send the link, client completes the assessment, you get the full report. Credits reset monthly. Add the optional bias assessment for 1 extra credit per client.
When you book the first appointment. Include the link in your confirmation email. By the time they arrive, you’ve already done your homework.
Ready to walk into every first meeting already prepared?
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