AdviceTech Podcast #79 - MoneyMind Profile

This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis.

Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ MoneyMind Profile Website: https://www.moneymindprofile.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240419

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/