header

Ice-break your client with our fun financial quiz.

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

How it works

icon-notification

Connect

Ask your client
to do the quiz
icon-convo

Answer Quiz

Send client quiz link to
complete 20 quiz questions
icon-notification

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 You:

  • 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 Do Our Clients Say?

Mindreader-client-james
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
Mindreader-client-karen
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.
Mindreader-client-winson
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
Mindreader-client-jaydee
I've done the Million Dollar Round Table (MDRT)...brokered a couple of business deals with a combined value in the $1000000s.
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

As Featured On:

Click To See Our Media Appearances

Mindreader-media-0
Mindreader-media-1
Mindreader-media-2
Mindreader-media-3
Mindreader-media-4
Mindreader-media-5
See all Press & Media

Subscribe to our insightful journey

Provide email below to subscribe, and we will share our top notch insights directly into your email