Episode
Money Risk Inventory with Dr. Charles Chaffin | E422
- Podcast
- Fintech Impact
- Published
- Apr 7, 2026
- Duration seconds
- 2025
- Processing state
not_requested- Canonical source
- https://shows.acast.com/fintechimpact/episodes/money-risk-inventory-with-dr-charles-chaffin-e422
- Audio
- https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/69c43617176efa5257a6748a/media.mp3
Actions
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Summary
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 Prospecting With Genesis 07:37 Client Action and Stages of Change 11:55 Communication and Learning Styles 12:56 Scripts, Advisor Bias, and AI 15:37 Coaching Over Knowledge 18:03 Feeling Heard and Trust 26:01 Future Roadmap for MRI 27:46 Rapid Fire Three Questions 32:55 Closing and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Money and Risk Inventory (MRI) LinkedIn - Dr. Charles Chaffin’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.