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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.
We'd appreciate your input on this short poll!
Warm regards,
Are you interested in building strong client relationships upfront using psychology profiling in your advice process?
- Yes
- No
Are you interested in risk tolerance profiling tools that are less or more comprehensive?
- Less comprehensive
- More comprehensive
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