Client acquisition is one of the most time-consuming activities for financial advisors because
of advisors believe they’re unable to differentiate their USP, thus unable to stand out in a crowded marketplace.
Conflict of interest
of people believe advisors act in their own and not in their clients' best interests.
Top business initiative
of advisors indicate that business development was a top initiative for their firm.
Initiate conversations with an engaging offering.
Stand out with a unique value proposition.
Develop more business in less time.
Our Solution: my3B™ Advisor
my3B™ Advisor is a behavioral finance based assessment system designed to:
Bridge the gap between individuals and advisors.
Highlight the need for a disciplined and professional approach to financial planning.
Help advisors personalize their approach and connect better with their clients/prospects.
my3B™ refers to the biases, behaviors, and blindspots that may prevent individuals from achieving their financial freedom.
75% of study participants* say my3B™ Advisor increased their intention to seek financial advice. On average, they’d pay 19% more for advice after taking the assessment.
How does my3B™ Advisor help you?
my3B™ Advisor helps you focus your business development efforts. Our assessments and reports help you:
Easily identify motivated prospects: Send out unlimited assessment invites; prospects who complete the assessment are more motivated to act on their financial wellbeing.
Convey your value proposition: The questions and analysis make prospects aware of the complexity of capital markets and how unconscious behavioral traits can result in costly mistakes.
Re-frame your approach and enable great conversations: Our approach helps engage prospects in the process of their self-discovery thus helping you offer a new level of ‘fiduciary care’.
my3B™ Advisor: 45 questions, 20 minutes, and an in-depth financial psychological profile.
How does it help your prospects/clients?
my3B™ Advisor helps your prospects/clients understand:
Why financial planning is complex, time-consuming, and needs focus.
How their biases, behaviors, and blindspots may prevent them from achieving their financial goals.
What steps they could take now to secure their financial future.
my3B™ Advisor is also a powerful way to generate more referrals.
Confirmed by people
Brian Skerry, Raptor Group
“The my3B™ assessment is a tool I believe every financial planner should use with their clients as the very first step before beginning the planning part. At least, I wish mine had!”
Marijo Bos, Bos Advisors
“Investing today is complex and confusing. The my3B™ assessment helped me uncover gaps in my decision-making process thus helping me make better decision about how I plan for my future.”
Ahmad Bassam, ACM
“I was skeptical at first that such a simple questionnaire could tell me anything useful, especially about investing. But it was a revelation! What I learned made me look at things in a whole new way.”
Get started – no payment information required!
We don’t ask for payment information because we’re confident my3B™ Advisor works. After 10 free assessments, you will be too.
Create an account now and get:
Immediate access to the full system, including a free demo assessment.
10 free assessments before deciding on a subscription.
Free starter kit, including a concise primer on how to use behavioral finance to advice your clients.