Mindreader | Fiscal Report

Ice-break your client with our fun financial quiz.

Lead into a sales conversation with your client’s money habits.

How it works

Connect

Ask your client
to do the quiz

Answer Quiz

Send client quiz link to
complete 20 quiz questions

Get Client Report

get your client's spending habits
and pertsonality in 1 report

Struggling to get your client’s attention?
Consult with our fiscal report and gain their trust.

Our Fiscal Intelligence Report is designed to position you as the best representative to
help your client understand their personal approach and attitudes towards financial matters.

The Fiscal Report Contains

The quiz will provide indicators in four key areas of your client’s financial personality. This includes risk-taking, future planning, reliance on personal judgement, and preference for structured financial management.

Risk Tolerance Index (RTI)

This measures your willingness to take risks in financial decisions. The higher the score, the more risk-tolerant you are.

Future Orientation Index (FOI)

This measures your focus on long-term financial planning and future outcomes. A higher score suggests a greater focus on the future.

Self-Reliance Index (SRI)

This assesses your reliance on your own knowledge and intuition in financial matters. Higher scores indicate greater self-reliance.

Structure Preference Index (SPI)

This determines your preference for structure and organization in your financial life. A higher score shows a greater preference for structure.

Benefits To You:

Stand out from other pitches by offering to do a customized report for them on their financial personality.
Once the client does the quiz, you can value-add by sharing the PDF report directly with the client, or during your next meeting as an ice-breaker.
Effectively identify your client’s buying personality through their quiz answers. Use this information to gain trust quickly and offer high value.

Benefits To Client:

They get to receive a customised financial personality report from you as part of your interaction.
They gain awareness on their money habits through your follow-up and financial discussions.
The insights from this report can be used for other money matters like high-ticket purchases and wealth generation.

FAQs

What is the report about?

How can I get my client to take the quiz?

Is this quiz scientifically validated?

What is the benefit of the Fiscal Intelligence Report?

Can I take the Financial Personality Quiz myself instead of for my clients?

Is my quiz data kept confidential?

How can I share my quiz results with my clients to build rapport and close better?

Is there a fee to take the Fiscal Intelligence Quiz?

Can I retake the quiz to see if results change over time?

Our Personality Solutions Are Proven Across Multiple Industries

As property agents, we don't know what are the hot buttons to press to get our customers to come down and view our houses…

After categorising my client, I just did a very simple thing. It became the client that asked me to go down to the show flat, instead of me asking. In the end, I closed the deal and made a 5-digit commission.

James

SENIOR MARKETING DIRECTOR, ERA

I have learned how to sell the way my client wants me to!

Different personality has different lingos that require us to present information in their easiest frequency. It puts a language to what we have been applying before on a trial and error basis. Now we have a more structured approach and know why we close or don't close a case As a bonus, If you have a spouse, you can also know how to speak their love language!

Karen

AIA SENIOR FINANCIAL SERVICES MANAGER, MDRT 2015-2017. 12 YEARS IN INDUSTRY.

I used the language that triggers them and managed to strike a business venture, saving $5000 in less than 3 hours.

I applied this technique and identified that 2 of my clients are wizard and healer. Straight away, I used the language that triggers them and managed to strike a business venture, saving $5000 in less than 3 hours. I'm very impressed that when I'm speaking, I can get them to be so excited about me. I got value from this in less than 1 day!

Winson

E-COMMERCE ENTREPRENEUR

I've done the MDRT...brokered a couple of business deals with a combined value in the hundreds of thousands...

I use this system to plan how to bring information across to the 4 human natures. Also, how to modify my experience with clients so it serves them the best way possible. Even today, I use this to facilitate a better meeting - a more effective, happy, and less threatening session with clients and teammates. This has not only helped me understand my team better but also my clients better!

Jaydee

AIA FINANCIAL SERVICES MANAGER, MDRT 2012-2015, 10 YEARS IN INDUSTRY

Finally cracked the code on how to work with Wizard clients - the most elusive group for me!

The HIS system has helped me tailor my presentation style to the personality type of my client. With a high-net-worth Wizard client, I focused on efficiency and facts - sharing AIA's track record and a streamlined annual meeting structure. By cutting pleasantries and being direct, he made a decision in our first meeting after years of no progress.

Melissa loo

Financial Services Director

90% accuracy in personality profiling with just a quick assessment!

The main benefit of this tool is its speed and accuracy in determining a person's type. It doesn't require a specific test or extensive time investment. With just a quick assessment, I can guess a person's type with an accuracy rate of around 90%. As a result of implementing the HIS system, my conversion rate has significantly improved to 70%. This remarkable increase reflects the positive impact it has had on my ability to understand and connect with others effectively.

Louis

Senior Financial Consultant