Money Risk Inventory with Dr. Charles Chaffin | E422
About this episode
Jason Pereira interviews Dr. Charles Chaffin about the Money Risk Inventory platform and its impact on financial psychology and client relationships.
Host Jason Pereira interviews Dr. Charles Chaffin about Money Risk Inventory (MRI), a platform that transforms financial psychology from an "art" into a measurable science. Built on years of academic research, MRI moves beyond simple risk scores to objectively assess client biases, financial anxiety, and readiness for change. Chaffin explains how MRI’s suite of tools—including specialized modules for prospect conversion and client check-ins—uses colour-coded insights to help advisors understand a client's "money scripts" and communication style before they even step into a meeting. The conversation explores how this psychological data creates stickier client relationships and more effective coaching, while teasing future plans for deeper AI integration to further personalize the planning process. This episode is a must-listen for advisors who want to move past guesswork and use data-driven psychology to improve client retention and close more prospects. Episode Highlights: 00:00 Welcome and Guest Intro 00:29 What Is Money Risk Inventory 01:00 Origins and Research Roots 02:31 What MRI Measures 03:24 Advisor Workflow and Colour Coding 04:17 Product Line and Packaging 05:20…
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