For advisors, RIAs and registered reps
The meeting went well.
You never heard from her again.Nobody ever tells you why.
You followed up twice, politely. Then you stopped, because a third call would have felt like begging. Six weeks later, she was someone else’s client. And you still don’t know what you said that lost her.
Protect every dollar you spend on marketing. Your Money Mirror tells you how one person decides, and the words that will lose them, before you sit down.
Four minutes. No card, no account. The report is yours to keep.
What it cost
The invoice doesn’t show what it really cost.
You ran the event. The campaign. The promotion. People said yes to a conversation. A few became clients. The rest said, “Let me think about it.”
The typical cost of one new client for an advisory firm. Most of it is your own time.1
But that number doesn’t show the Saturdays.
The dinner you left early. The evening you spent building a plan for someone who was never going to sign. The drive home where you already knew, and kept the radio off.
Every conversation that goes nowhere is money you already spent. And time you never get to spend again.
The part nobody says out loud
The advisor who won her probably isn’t better than you.
Not a better plan. Not lower fees. Not more letters after their name.
They said the thing she needed to hear. Maybe they knew. Maybe they got lucky.
You walked in without knowing what that was, so you read the room and guessed. Sometimes your read is right. That day it wasn’t, and nobody ever told you why.
That’s not a talent problem. It’s an information problem. And it’s the one thing here that’s fixable.
Why it works
The biggest brands never guess.
Procter & Gamble spent $9.2 billion on advertising in a single year.2 Companies like that test and rewrite every message until it reaches the feeling behind the decision.
When messages were matched to how a person thinks, purchases went up by as much as 50% — across 3.5 million people.3
You’ve never had that for the one person across your desk. Until now.
The proof
This is the part you never got to see.
The line that wins one buyer can lose the next.
Jordan — wants protection first
WINS “Let me show you what this protects if the next three years are ugly.”
LOSES “You are leaving money on the table by waiting.” You get “politeness, then silence.”
Dana — wants the upside first
WINS “Let us figure out what it actually takes to get to that picture in your head…”
LOSES “Let me walk you through what could go wrong if we do not protect what you have built.” It “makes you sound like the brake pedal.”
Get it wrong, and either one leaves. You may never hear back. Get it right, and the conversation keeps going.
You’ll know which one is across the desk before you sit down.
Jordan and Dana are sample prospects. Both quotes are their reports’ own words.
The relief
Know them before you meet them.
Imagine walking into every first meeting with:
- Less worry. You connect with the person, not just the portfolio.
- Less frustration. You know their real concerns before the first meeting.
- No second-guessing. Not the leads, not the provider, not yourself.
- More confidence. The words that build trust with this one person.
And the next time someone says “let me think about it,” you’ll know whether that’s a no, or a person who needs one more thing from you.
What you receive
A full dossier on one person.
Not a scorecard. Four lines out of nine sections, printed exactly as they arrived in one advisor’s inbox before a first meeting.
Confidential advisor dossier
Jordan Reyes
Prepared for you · Sample prospect
Financial archetype
Architect
Buying readiness
5 / 10
Decision style
Analytical
Money story
Scarcity imprint
Open with this
“Jordan, you told me the win here is confidence that you are not missing something important. So I am not going to pitch you today. I am going to put three pages in front of you, and I want you to try to poke holes in them.”
When they say “let me take this home”
“Agree instantly, then give it structure. Good, take it home. Here are the pages, here are the assumptions I used, and here is the one piece I would poke at hardest if I were you. Then set the follow-up date before they stand up.”
Never say this
“You are leaving money on the table by waiting.”
“That line manufactures urgency out of greed, and Jordan’s gut already says that if it sounds good, something is probably wrong… You will not get a no. You will get politeness, then silence, and you will be the one saying I should have won that one.”
What nobody has ever told them
“Nobody has ever told Jordan that their skepticism is competence, not damage. In a house where money caused arguments, doubting good news was the correct response. It kept them safe. The problem is it is a smoke detector with no off switch, so it goes off for good decisions too. You are not there to remove it. You are there to give it something real to test.”
You don’t have to guess at the words. They’re written out, in their language, ready to say. What to open with, what to avoid, and what to do when they ask to take it home.
If you’re newer
It’s the preparation a twenty-year veteran does in their head without noticing, written down before you walk in.
If you’ve done this twenty years
It’s the one thing experience can’t hand you: what this particular person needs to hear, before you’ve met them.
The rest is written the same way: about them, in their language. Nine sections, about six pages.
01
Meeting snapshot
Archetype, buying readiness, and the one line to open with.
02
Archetype profile
What their type means for this meeting, and where they differ from others like them.
03
What their gut is scanning for
The signal that makes them relax, and the one that puts them on guard.
04
Money story
The household they learned money in, and what it still costs them.
05
The 3 a.m. worry
The fear in their own words, and the reframe that answers it.
06
Loss and gain framing
The phrase that connects, the phrase to never say, and why it backfires.
07
Five power phrases
Their language, not yours. Ready to use.
08
Three likely objections
What they'll push back on, before they push back.
09
Closing strategy
How this specific person needs to be asked.
How it works
Three steps, and nothing new to learn.
01
Send the link
A short survey, about four minutes. No login, any device. Send it with a confirmed appointment, or to anyone who never booked.
02
They answer 14 questions
Never account numbers, balances or income. They get a short reflection back, theirs to keep.
03
You get the full dossier
Before the meeting, or before you pick up the phone.
No new software to learn. No changes to your scheduling process.
What changes
Get more from every event, every campaign, every promotion.
Protect
The ones who show up. Walk into every first conversation already knowing what matters to them, and how to say it.
Recover
The ones who went quiet. No more “just checking in.” Send them the short survey, then call with a reason: “I have your results.”
The list of people who went quiet on you is not dead. It’s just unread.
Privacy & compliance
Built for preparation. Designed around privacy.
Your Money Mirror is a meeting-preparation tool, not an investment recommendation engine, a diagnostic test, or a replacement for professional judgment. It’s built to fit the advisor-controlled workflow you already use, and your firm stays responsible for approving its use.
No financial account information
The prospect questionnaire does not ask for account numbers, balances, Social Security numbers, health data, or any sensitive personal information. Survey respondents share only their financial perspectives and preferences.
Data not sold or shared
We do not sell, rent, or share personal information with third parties for marketing purposes. Prospect survey data is used solely to generate the meeting brief for the subscribing advisor.
Advisor-branded and advisor-controlled
The questionnaire is sent by the advisor and branded with the advisor's firm name. The prospect understands they are completing a pre-meeting preparation form at the request of their advisor.
System-assisted, advisor-reviewed
Insights are generated from survey responses and meant as preparation guidance only. They are not clinical assessments, psychological diagnoses, or compliance-approved suitability determinations.
Pricing
What is this actually worth?
Think about the last deal you lost. Not the plan. Not the fees. Just the deal.
What was the AUM on the table? Five hundred thousand? A million? More?
For most advisors reading this, one won deal pays for this tool for the entire year. And then some.
We’re not promising you that client. Run it on yourself first and decide whether it’s right about you.
Duo Plan
$185/month
50 complete meeting preparation briefs per month. For advisory teams of two — 2 advisor seats, so both of you walk into every meeting prepared.
Subscribe todayBilled $185/mo · automatically renews until cancelled · cancel anytime
Best to start
Solo Advisor Plan
$97/month
25 complete meeting preparation briefs per month. Walk into 25 meetings already knowing your prospect's communication preferences, likely concerns, and how they prefer to make decisions.
Subscribe todayBilled $97/mo · automatically renews until cancelled · cancel anytime
Firm Plan
$370/month
100 complete meeting preparation briefs per month. Full team access with unlimited advisor seats. Every advisor in your firm walks in equally prepared.
Subscribe todayBilled $370/mo · automatically renews until cancelled · cancel anytime
Every plan comes with a 30-day money-back guarantee: if you’re not satisfied in your first 30 days, email us and we’ll refund your first payment in full. Cancel anytime, no minimum term — email hello@yourmoneymirror.co and your access continues through the end of the paid period. Unused dossiers do not carry over, and there are no overage charges: generation pauses until the next cycle, and extra credits can be purchased if you need them.
FAQ
Frequently asked questions
The Prospect ExperienceWill they fill it out? What if they think it's weird?6 questions
- Will my prospect actually fill it out?
- Most do when it comes with a booked appointment — it's about four minutes, it arrives from you when they're already engaged, and it reads as you getting ready for them. From a public link, fewer people finish it. That's the point: the ones who do have just raised their hand about their own money, and those are the names worth calling first.
- What if they think it's weird or too personal?
- It won't feel that way. The questions are about how they like to communicate and think about money in general terms. It never asks for account numbers, balances, or anything sensitive. To them it reads like a thoughtful intake form.
- Does my prospect see my dossier?
- No — your dossier is for your eyes only. Your prospect does get something: a short reflection on how they think about money. It's warm, it's general, and it contains none of your strategy — no scores, no readiness rating, no objection handling, none of your opening lines. It's designed to make them feel understood and to make you look prepared, which is exactly what it does.
- Won't they just tell me what I want to hear?
- The survey arrives before you've met and isn't a sales pitch, so people tend to answer straight. It asks about preferences, not right answers, so there's little reason to posture.
- Is it branded as coming from me?
- Yes. It's sent under your name and your firm's branding. To the prospect, it's your process, not a third-party tool.
- Can I use this before someone books?
- That's the second reason to send it. Share your general link anywhere — your website, your bio, an ad, the back of the room at a seminar. Whoever fills it out gets a short reflection and a line saying you'll be in touch with the rest, which is your reason to call. You get their full dossier either way, so you know how they decide before you dial.
How It WorksWhat it asks, how fast it runs, and what you get.5 questions
- How is this different from the intake or risk questionnaire I already send?
- This captures how the person communicates and decides, then hands you a ready-to-use concise dossier instead of raw answers. It tells you how to have the conversation, not just what's in their file.
- Does it actually work?
- The dossier reflects what your prospect tells you about themselves, organized into how they like to communicate and decide. It's a well-informed head start, not a guarantee about a person. Your judgment in the room still leads.
- Do I need to install anything or change my process?
- No. Nothing new to learn, nothing changes about how you schedule. You send a link, the dossier lands in your inbox, you read it before the meeting.
- How fast do I get the dossier?
- Shortly after your prospect finishes the survey, the dossier is generated and emailed to you, so it's waiting before the meeting.
- What's in the dossier?
- How they communicate and decide, what tends to matter to them, the concerns to get ahead of, a natural way to open, and questions worth asking. A full 5–6 pages, opening with a one-page summary you can read in the elevator — archetype, readiness, how they decide, your opening line, and their likely objection — with the detail behind it when you want to go deeper.
Privacy & ComplianceData handling, consent, and regulatory considerations.5 questions
- Will my compliance team approve this?
- It's built to make that easier. Your Money Mirror is a meeting-preparation tool, not investment advice, not a suitability determination, and not a diagnostic test. It never collects account numbers, balances, or sensitive data, and your firm controls its use. We recommend running it by your compliance team, and it's designed to fit the rules you already work under.
- Is this manipulative?
- No, and that's by design. The dossier helps you understand how someone prefers to be communicated with so you can meet them where they are. It's what a thoughtful advisor already does, just prepared in advance. It doesn't script you or tell you how to pressure anyone.
- What data do you collect from prospects?
- Only their survey responses about communication style and financial perspectives. No account numbers, balances, Social Security numbers, or health data. Ever.
- Do you sell or share the data?
- Never. We don't sell, rent, or share prospect data with third parties. It's used only to generate your dossier.
- Is the dossier a psychological diagnosis?
- No. It's preparation guidance generated from survey responses, not a clinical assessment or diagnosis. You bring the professional judgment.
Billing & AccountPlans, limits, cancellation, and your data.3 questions
- Can I cancel anytime?
- Yes. No minimum term. Cancel whenever, and your access runs through the end of the period you've paid for.
- What if I run out of dossiers before the month ends?
- Dossier generation pauses until your next cycle, so you're never hit with a surprise overage. Need more? You can buy additional credits.
- Is there a guarantee?
- Yes. If you're not satisfied in your first 30 days, email us and we'll refund your first payment in full. It's for first-time subscribers, and you can cancel anytime.
Stop hoping they understood you.Start knowing you understood them.
Four minutes. Get the full report written about you: the worry that wakes you at 3 a.m., the line to open with, your three likely objections, and how to close you.