Stop guessing
how each client
wants to be served
Client Chemistry gives every advisor a personalized playbook: how each client processes information, what builds trust, and what triggers friction.
14-day free trial · No credit card required
View pricingMargaret Chen
The Guardian
Top Adaptation
Send a written agenda 48 hours before every meeting
24
Question assessment
6
Behavioral dimensions
<10 min
Client completion time
You know the feeling
Three clients. Three different languages.
The client who goes quiet
“She said the plan looked great. Then she didn’t return two calls.”
What Chemistry tells you: She needed time to process alone. Your in-room close read as pressure. Give her 48 hours and a written summary.
The one you over-explain to
“I walk him through every chart. He still seems restless.”
What Chemistry tells you: He’s a bottom-line decider. Lead with the recommendation; keep the appendix for the ones who want it.
The relationship that drifted
“Fifteen years, and the reviews started feeling like a formality.”
What Chemistry tells you: Her trust anchor is personal continuity, not performance. The quarterly deck was never the point.
Why this exists
“After 27 years, I was still guessing how each client wanted to be served.”
Shea Sanche · Founder, Client Chemistry
Client Chemistry was built by a practicing CFP who got tired of the guesswork and realized the answer wasn't more data about clients' portfolios. It was a shared language for how they communicate.
The math
Retention insurance that pays for itself
A single long-term client is often worth $3,000 to $5,000 a year in advisory fees. Client Chemistry costs less than 5% of that. If better communication saves one relationship every few years, it has paid for itself many times over.
The process
Up and running in under a day
Complete your advisor profile
Take the 24-question assessment yourself. Your communication style becomes the baseline every client report is compared against.
Invite your clients
Send a private assessment link. No app download, no account needed. Most clients complete it in under 10 minutes on any device.
Receive your Chemistry Report
Get a personalized communication playbook for each client: how they think, what builds trust, what to avoid, and your exact working dynamic.
What makes this different
Two profiles. One playbook.
Most tools profile one side of the relationship. Client Chemistry profiles both, and builds the report from the intersection.
The Advisor
Takes the assessment once
Your communication profile becomes the lens every client report is built through
Chemistry Report
generated for this pairing
Each Client
Takes the same assessment
Via a private link: no account, no app, completes in under 10 minutes
Lead Generation
Turn chemistry into your best business development tool
A prospective client takes the assessment through your website before their first meeting. No commitment, no pressure. They see how they'd work with you before they ever pick up the phone. You get a warm lead who already feels understood.
Client Onboarding
Replace months of guesswork with one conversation
New clients take the assessment as part of onboarding. Day one, you both know how you communicate. No awkward first months figuring each other out. The Chemistry Report sets the standard for the entire relationship from the start.
Existing Book
Deepen relationships you've already built
Most advisors start here. Invite your top 10 existing clients and you'll immediately see patterns: who you've been over-explaining to, who wants more structure, who needs more warmth. Years of relationship context, clarified in one report.
Inside every report
Everything you need to serve each client
Communication Archetype
A named profile (Guardian, Commander, Architect, and more) that immediately tells you how this client thinks.
6-Dimension Behavioral Profile
Scores across six proprietary dimensions (PACE, LENS, ANCHOR, HELM, CURRENT, and SIGNAL), each mapped to a behavioral spectrum.
Communication Playbook
Specific language, framing, and pacing guidance written for your relationship with this exact client.
Meeting Prep Checklist
A ready-to-use checklist before every meeting: what to prepare, how to open, what to lead with.
Red Flags & Watch-Outs
Specific triggers that erode trust with this client, so you can stop doing them immediately.
Grow your book
Your Chemistry Link turns visitors into prospects you already understand
Every advisor gets a permanent, shareable link. Put it on your website, in your email signature, on LinkedIn. Prospects take the 5-minute assessment and see their communication style instantly. You get the lead with a full communication profile and Chemistry Report attached, so you start the first meeting already knowing how they want to be served.
Share your link
One permanent URL that works everywhere you already show up.
Prospect takes the assessment
5 minutes, any device. They see their communication style instantly.
You get the lead + profile
Their contact info arrives with a full Chemistry Report attached.
Included on every plan.
See the assessment prospects take →Simple pricing
Start free, upgrade when ready
14-day free trial on all plans. No credit card required.
Annual billing: 2 months free.
Client data stays private. We never collect financial account data.
Starter
For advisors trying Chemistry on their top relationships.
- Up to 10 active clients
- 1 advisor profile
- Full Chemistry Reports
- Your Chemistry Link for prospects
- Client PDF exports
Advisor
For solo advisors running their whole book on Chemistry.
- Unlimited clients (fair use)
- Full Chemistry Reports
- Your Chemistry Link for prospects
- Client PDF exports
- Report regeneration
- Meeting intelligence: transcript analysis + follow-up drafts
- Priority support
Team
For advisory teams who serve clients together.
- Everything in Advisor
- Your Chemistry Link for prospects
- Up to 3 advisor seats
- Team compatibility view
- Shared client workspace
All reports and client profiles remain accessible while your subscription is active. Cancel anytime.
Frequently asked questions
Everything you need to know before getting started.
How long does a client assessment take?
24 questions, typically 8 to 12 minutes. Clients complete it on any device at their own pace, with no account or app download required.
What does the Chemistry Report contain?
Each report covers the client's communication archetype, a 6-dimension behavioral profile, a personalized communication playbook, meeting prep checklist, red flags to avoid, and a working dynamic analysis comparing your style to theirs.
Can I use this for existing clients or just new ones?
Both. Many advisors start by sending the assessment to their top 10 existing clients. The report is just as valuable, often more so, when you already have a relationship to contextualize it against.
What happens after my 14-day trial ends?
You'll be prompted to choose a plan. All your reports and client data are preserved. We'll never delete your work. If you need more time, just reach out.
Won't I already know this about my longtime clients?
Most advisors discover blind spots. A client they assumed was analytical turns out to need the story first. Chemistry Reports surface the gap between how you think a client communicates and how they actually do. Advisors tell us it's most valuable on their top 10 relationships.
Is client assessment data secure?
We store only what's needed to generate the report: first name, last initial, assessment responses, dimension scores, and archetype. We never collect client emails, financial data, meeting notes, or any personally identifying information. Your clients' sensitive data stays in your CRM where it belongs.
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