Your Ally as You Bring
The 5 Money Personalities to Your Clients
Top Performing Financial Advisors Are Getting Their Clients Results Fast With Our Proven Method
Your Ally as You Bring 
The 5 Money Personalities 
to Your Clients
Have you ever wondered what it would be like to have more clients then you know what to do with? What about retaining your current clients for life? What would it be like to stand out in the sea of other Financial Advisors? What would it be like to have your clients telling their friends about you because you gave them something above and beyond their financial plan?
We all know that the old way of Financial Advising isn’t going to work. We have to go above and beyond the traditional “Needs and Dreams” approach.
Introducing Financial Advisor Ally. An innovative program that teaches and enables you, the advisor, to bring The 5 Money Personalities to your clients. 
One that enables you to:
  • Get more clients
  • Differentiate yourself
  • Attract more prospects
  • ​Know your current clients better
  • ​Recommend more suitable investments
  • ​Offer a unique “value add”
  • Keep your clients for life
Set Yourself Apart 
  • ​Using behavioral finance
  • ​Matching your client's Money Personalities to satisfy the investment approach
  • ​Connecting in a way that speaks to your client's personal makeup
Acquire New Clients
  • ​Seminar, with scripting, available for you to use
  • ​Prospect email/USPS examples for you to use
  • ​Great topic for your radio and/or podcast
  • Great lead generation tool for Junior Advisors
Retain Current Clients
  • ​Re-engage through one on one meetings
  • ​Great to share at client appreciation lunches/dinners
  • ​Provides a "value add" in working with you
This popular service, provides you, the advisor, all the tools you need to bring your clients The 5 Money Personalities into a discussion that improves their life. Just talking about their finances is boring and mundane to clients. But when you uncover, teach, and reveal and speak to their 2 Money Personalities – they light up.
You won't believe all you receive!
The Financial Advisor Ally Center
Included in the Program
1. Financial Advisor Ally Center
Module Based LearningYou will learn how to apply the KEEP approach to your client base. Click HERE to get a quick overview.
The 8 Minute Opener – A live example of Scott transforming the relationship he has with his client. Teaching you how, in 8 Minutes, you can revolutionize the way you connect with your clients.
A Seminar for you to use with your clientsupon completion of your training we give you the slides and tell you exactly what to say – it is a fun, interactive seminar that is great to use with prospects or existing clients. Click HERE to get a sneak peak at the Seminar.
A Product Feature Preference chart – we have made it so simple – this chart shows you what product features each Money Personality is attracted to – you can now give your client exactly what will appeal to them.
Quick Reference Guide – a guide that outlines the Power Words, the do’s and don’ts, strengths, weaknesses, summary and Opposite Dynamic of each Money Personality. 
Connect with Prospects templates – this easy to use letter and email template gives you all the language you need to approach current clients, or prospect to potential clients, using your new knowledge that will touch their life in a whole new way.
2. Your Co-branded The 5 Money Personality Assessment 
You will receive your own personalized link to a Money Personality Assessment that is yours, branded with your logo. Once you receive the link to your personalized page you can put it on an iPad for your clients as they enter your office, embed it into your website, or send it to your clients in an email. You can even embed it on your website and use it as a prospecting tool too. Knowing their 2 Money Personalities gives you the insight and knowledge to approach your client in a way that will connect, educate and excite them.
Your clients will discover their 2 Money Personalities within minutes.
Your client's 2 Money Personalities will also be emailed directly to you.
Get a sneak peak HERE.
3. A Copy of The 5 Money Personalities Book
This best selling book will come right to your home or office.
4. And Much, Much More!
Connect with current clients templates – trying to find new reasons to connect with your current clients – that wait is OVER. You can use the letter and email template to reconnect with your current clients.
Certificate of completion – complete the online course and you can now call yourself a Money Personalities Financial Advisor.
Book giveaways – many like to give a 5 Money Personalities book away at their seminars or to clients as a take away. We have arranged for a discounted price of $10 per book.
Access to Scott and Bethany – Your membership gives you special access to them directly so you can get any and all questions that you have answered.
Monthly “The 5 Money Personalities Tip Of The Month” Email for your client – Upon completion of their assessment they will receive a thank you from you and the option to receive a monthly “The 5 Money Personalities Tip Of The Month” directly from Scott & Bethany. A value add from you with no compliance challenges because it comes from Scott & Bethany. 
Monthly tip emailed to YOU – A new tip, podcast or interview for you to absorb and learn. Sent directly to your inbox. 
A Sneak Peek of The Financial Advisor Ally Center
Your Module Based Learning Overview
Each Module is loaded with engaging videos and resources to make your learning enjoyable, fast and fun. In no time you will be a 5 Money Personalities expert and have the tools you need to implement The 5 Money Personalities in to your business. Once signed up, you will gain instant access.  Here is an overview of each module:
Greetings from Scott & Bethany
Before we begin...
What is the 8 Minute Opener?
8 Minute Opener Video
  • Welcome to Financial Advisor Ally
  • Module 1: Getting Started
  • Module 2: Learn The 5 Money Personalities
  • Module 3: The 5 Money Personalities & Prospects
  • Module 4: The 5 Money Personalities Seminar
  • Module 5: The 5 Money Personalities & Current Clients
  • Module 6: Wrap Up          
Lesson Video 1 of 3 - Keep Yourself Different
Lesson Video 2 of 3 - Keep Yourself Different
Lesson Video 3 of 3 - Keep Yourself Different 
Take the Money Personality Assessment
Lesson Video 1 of 7 - Intro and Dynamic One
Lesson Video 2 of 7 - Saver
Lesson Video 3 of 7 - Spender
Lesson Video 4 of 7 - Risk Taker
Lesson Video 5 of 7 - Security Seeker
Lesson Video 6 of 7 - Flyer
Lesson Video 7 of 7 - Dynamic 2
Resource: Financial Advisor Quick Reference Guide
Resource: Financial Advisor Product Features
Module 3: Evaluate your clients with the Quick Take
Lesson Video 1 of 7 - Intro and Dynamic One
Lesson Video 2 of 7 - Saver
Lesson Video 3 of 7 - Spender
Lesson Video 4 of 7 - Risk Taker
Lesson Video 5 of 7 - Security Seeker
Lesson Video 6 of 7 - Flyer
Lesson Video 7 of 7 - Dynamic 2
Resource: Financial Advisor Quick Reference Guide
Resource: Financial Advisor Product Features
Lesson Video 1 of 4 - Introduction to More Confidence 
Lesson Video 2 of 4 - Confidence Builder Tips
Lesson Video 3 of 4 - Prospecting
Lesson Video 4 of 4 - The Appointments
Template: Prospect Email and/or Letter
Powerpoint Presentation 
Module: Your 5 Money Personalities Presentation Training
Lesson Video 1 of 4 - Introduction to More Confidence 
Lesson Video 2 of 4 - Confidence Builder Tips
Lesson Video 3 of 4 - Prospecting
Lesson Video 4 of 4 - The Appointments
Template: Prospect Email and/or Letter
Powerpoint Presentation 
Wrap UP
Video Wrap up from Scott & Bethany
More resources for you
Before you go...
About Your Instructors
With over 25 years of financial advising experience, Scott and Bethany Palmer, The Money Couple, have been entrenched into the Financial Advisor world.
Scott has been in the industry with Securities and Life Insurance Licenses for 20 years. Starting out in the retirement plan space he is now focusing on 55 and older clients with a Social Security specialty through his RIA, Defined Wealth, INC. 
Bethany had her book of business that included 1000 clients, beginning in 1990. She stepped out in 2000 to focus on building Envoy Financial, a TPA, Recordkeeping and Advisory firm, who specialty is serving the faith based marketplace. She has recently stepped down as President and now focuses, full time, along with Scott, on The Money Couple. 
They can be seen on national TV and radio who speak internationally about healthy, wealthy relationships. With their over 25 years of financial planning experience, they launched “The Money Couple” to put an end to fights and divorce caused by money.  
Special Pricing:
$1,999
Plus $19.99 per month
ONLY $395
Plus $19.99 per month
Choose the Option That Works Best for You
Basic
ONLY $1,599
Basic features:
  • Financial Advisor Ally Learning Center
  • A Seminar for You to use with Clients
  • Product Feature Preference Chart
  • Quick Reference Guide
  • Connect with Prospect Templates
  • Connect with Current Client Templates
  • Book Giveaway Discount
 Pro  
Most Popular
ONLY $1,999
Plus $19.99 per month
Pro features:
  • Financial Advisor Ally Learning Center
  • A Seminar for You to use with Clients
  • Product Feature Preference Chart
  • Quick Reference Guide
  • Connect with Prospect Templates
  • Book Giveaway Discount
  • 5 Money Personalities Book
  • Branded Money Personality Assessment Link
Premium
ONLY $2,099
Plus $19.99 per month
Premium features:
  • Financial Advisor Ally Learning Center
  • A Seminar for You to use with Clients
  • Product Feature Preference Chart
  • Quick Reference Guide
  • Connect with Prospect Templates
  • Book Giveaway Discount
  • 5 Money Personalities Book
  • Branded Money Personality Assessment Link
  • 1 x 60 minute One on One Session with Scott & Bethany
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