Use my3B™ Advisor to measure biases, behavioral preferences, and blindspots in your clients’ financial decision-making and coach them to make better choices. my3B™ Advisor is an engaging, deep-dive behavioral assessment with 28 questions that takes only 10 minutes to complete.
Once your client completes the assessment, the my3B™ Advisor engine analyzes the data and generates two comprehensive reports–one for your client and one for you. This provides a strong foundation for a more in-depth understanding and discussion into motivations, anxieties, and goals, allowing you to make the right recommendations for your clients.
In an independent research study, 75% of study participants* said my3B™ Advisor increased their intention to seek financial advice. On average, they’d pay 19% more for advice after taking the assessment.
The my3B™ Advisor assessment is designed to raise clients’ awareness of psychological factors that may affect their financial decision-making and demonstrates the importance of professional financial planning.
The report provides analyses and enables individuals to recognize gaps between beliefs and knowledge, which generates motivation to become more engaged.
Finally, the report offers practical recommendations for action to overcome mental and behavioral pitfalls and make decisions that contribute to long-term financial security.
It’s easy to conduct a my3B™ Advisor assessment
Add a client to your account – a name and email address are all that’s required.
Invite your client to take the assessment via a system generated email link.
Upon completion, personalized client and advisor reports are generated and emailed.
Take a test drive of the my3B™ Advisor process. Register now with your email address and receive a complimentary assessment so that you can transform your practice with the power of behavioral finance.
Interested in learning how to incorporate behavioral finance in your practice on a daily basis? Learn more about becoming your clients’ behavioral coach by joining The Behavioral Finance Network. Turnkey solutions and exclusive client-friendly “behavioral” content to share. Click on the link below for an exclusive discount, compliments of Syntoniq.