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JC

Jordan Cole

Senior Advisor

Active Prospects
24

Ready to Engage
9

Avg Comfort Score
63

Conversion Rate
41%

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Prospect Pipeline

Prospect MRI Rating Comfort Score Priority Flags Stage

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DR

David Raffigan

david.raffigan@email.com · Assessed May 24, 2026
Ready to Engage

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Snapshot

Behavioral Inventory

Comfort with Risk

Conversion Playbook

Client View

ℹ️
This is a live respondent from Key Survey. The Comfort with Risk™ score on the next tab is real, computed data. The narrative flags, talking points, and playbook below are illustrative sample content — the ~33 category-flag questions that drive those sections for real respondents aren't wired up yet.

MRI Genesis Rating

★★★★☆ Ready to Engage

David shows strong readiness signals — clear goals, above-average confidence, and a comfort score trending upward. A few money-script tensions are worth surfacing before deepening the relationship.

2
Priority

3
To Discuss

4
Good to Know

6
Strengths

Address these first

History of Financial Loss
David experienced a significant market loss early in his investing life — this likely shapes his current risk hesitancy more than his stated tolerance suggests.

Family Money Conflict
Some tension around household financial decision-making; worth a gentle check-in before joint planning conversations.

Recommended Outreach

"A lot of people carry an old market memory that still runs the show today. I'd love to hear about the moment that shaped how you think about risk."

Tailored talking points

Lead with his early-loss story before discussing allocation — don't open with numbers.

Bring a visual, side-by-side comparison of how this portfolio performed in the last downturn.

Ask how he and his household usually land on big financial decisions together, to surface the family-conflict flag naturally.

First contactPhone call

Follow-up channelEmail

Best timeWeekday mornings

CadenceFollow up in 5–7 days

ToneData-led, not reassurance-led

Learning style: Visual · Prefers data-backed conversations

Partner ComparisonSample data
Sarah Raffigan · assessed May 26, 2026

David

70

Growth portfolio

Sarah

42

Balanced portfolio

⚠️
28-point comfort gap. David and Sarah are approaching risk quite differently — this is a common source of friction in joint planning. Consider addressing this alignment gap directly in your first conversation, rather than defaulting to one partner's stated preference.

ℹ️
Category flags below are sample content — not yet computed for live respondents. See the technical brief for status.

History of Financial Loss
Priority
An early, formative loss appears to anchor David's present-day caution more strongly than his self-reported tolerance.

Family Money Conflict
Worth Discussing
Moderate signal of disagreement in household financial decisions — surface before joint planning.

Learning Style
Good to Know
Strongly visual learner; responds well to charts, projections, and side-by-side comparisons over narrative explanation.

Strength of Goals & Values
Strength
Clearly articulated long-term goals with strong emotional conviction — a reliable anchor for planning conversations.
View all 22 dimensions in the full report →

70/100

Growth Portfolio · 70–85% growth assets

ConservativeBalancedGrowth

⚠️
Watch for misalignment: David's stated comfort score is higher than the behavioral signals from his loss history would predict. Confirm his actual tolerance before finalizing allocation.

How This Portfolio Tier Weathered a DownturnIllustrative

Index-based comparison across portfolio tiers, 2022 calendar year

-6%

Conservative

-12%

Balanced

-18%

Growth (David's tier)

Illustrative index performance shown for educational purposes only — not the client's actual account returns, and not a guarantee of future results. Replace with your firm's approved historical/backtested data and required disclosures before client use.

1
Open with the loss, not the numbers
"Many people carry an old market memory that still runs the show today — tell me about yours."

2
Reframe risk as intention, not restriction
"It's not about taking less risk — it's about taking risk with intention."

3
Bring data, not reassurance
"Let's look at how this portfolio actually behaved in the last downturn, side by side."

4
Name the family dynamic gently
"How do the two of you usually land on big financial decisions together?"

5
Close on the goal, not the plan
"What does 'on track' actually look like for you, day to day?"
Open full conversion playbook →

Hi David — here's what we saw.

A snapshot of your money mindset, built from your assessment.

ℹ️
Score is real, computed data. The strengths/roadmap copy below is sample content pending the full category-flag build-out.

Your Comfort with Risk Score
70/100
Growth-Oriented

This reflects how you feel about risk today, based on your answers — it's a starting point for conversation, not a final verdict. It can shift as your life and goals do.

✓ Clear, strongly-held long-term goals

✓ Above-average confidence in financial decisions

✓ Comfort with risk trending upward

What Happens Next

1

We review your results together
A 30-minute conversation to walk through what your assessment revealed — no commitments, just clarity.

2

We build a plan around how you actually think about risk
Not a generic model portfolio — one shaped by your goals, your history, and your comfort level.

3

You put it into action, at your pace
We'll check in regularly and adjust as your life and goals change.

[ Advisor Name ] · [ Firm Name ]
Firm logo placeholder

[ Photo ]

[ Advisor Full Name ], CFP®

[ X ] years experience · Fiduciary advisor at [ Firm Name ]

"[ One or two sentences on the advisor's approach or specialty — e.g. 'I help growth-minded families build portfolios that match how they actually feel about risk, not just what a questionnaire says.' ]"

"[ Placeholder client testimonial — a short quote about trust, clarity, or peace of mind working with this advisor. ]"

— [ Client Name / Initials ], client since [ Year ]

Ready when you are, David.

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