QuickTake

Financial Advisors

Welcome to the Financial Advisor TMC site, an online resource that helps you, the Financial Advisor, understand the husband and wife clients you have.  Here we will provide you a unique way to engage, educate and equip your clients so you can provide them a plan that will speak to their individual Money Personalities™.

These tools are intended to be used after you hear our presentation, “The 8 Minute Opener – How to Keep your Clients for Life”.

Make It Happen!

Scott & Bethany Palmer
The Money Couple
Bringing Love and Money Together

Download the worksheet: