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.
Private beta · Free while in beta · No credit card
Have an invite code? Start now →Margaret 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.
Why it matters
Clients rarely leave over performance
They leave because they stopped feeling understood. A single long-term relationship is often worth $3,000 to $5,000 a year in advisory fees, and the ones that quietly drift away almost never tell you why.
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.
The framework
Six dimensions. One shared language.
Every assessment maps a person across six behavioral spectrums. Together they explain how someone processes information, builds trust, and makes decisions.
PACE
How fast do they decide?
LENS
What do they need to see first?
ANCHOR
What holds their trust?
HELM
Who steers the relationship?
CURRENT
How do they handle change?
SIGNAL
What tone lands?
Profile shown: Margaret Chen, The Guardian, from the sample report.
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. Your client sees their results too, so both of you speak the same language from day one.
The Advisor
Takes the assessment once
Your communication profile becomes the lens every client report is built through
Chemistry Report
built from the 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 discover their own communication style instantly, and you get the full compatibility picture before you ever pick up the phone.
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.
The archetypes
Eight archetypes. Every client is one of them.
The six dimensions resolve into a named communication archetype: a profile you'll recognize from your own book the moment you read it.
The Commander
Decides fast and expects you to keep up.
Aragorn · Tony Stark · Teddy Roosevelt · Vince Lombardi · Buzz Lightyear
The Architect
Wants the methodology before the recommendation.
Batman · Hermione Granger · Marie Curie · Spock · Warren Buffett
The Connector
Trust is personal, or it isn’t trust.
Samwise Gamgee · Ted Lasso · Fred Rogers · Robin Williams · Forrest Gump
The Strategist
Three steps ahead, and checking your framework.
Tyrion Lannister · Alfred Hitchcock · Benjamin Franklin · Phil Jackson · Professor X
The Trailblazer
Already moved while everyone else deliberated.
Han Solo · Indiana Jones · Amelia Earhart · Muhammad Ali · Moana
The Diplomat
Alignment on values before alignment on plans.
Galadriel · Wonder Woman · Eleanor Roosevelt · Arthur Ashe · Sidney Poitier
The Visionary
Sees the possibility. Wants a partner who can too.
Yoda · Doctor Strange · Leonardo da Vinci · David Bowie · Willy Wonka
The Guardian
The steady hand who wants a plan that holds.
Ned Stark · Captain America · Dwight Eisenhower · Cal Ripken Jr. · Gandalf
Not a personality test
A test labels people. A framework changes meetings.
You have seen personality assessments before. Client Chemistry borrows their rigor and turns it into the thing they never give you: instructions for the relationship.
A test profiles one person
Chemistry maps both sides
Your communication style and your client’s, compared dimension by dimension. The insight lives in the gap between the two profiles, not in a label.
A test hands you a label
Chemistry hands you behavior
Meeting format, channel, pacing, how to deliver bad news to this exact person. Things you do differently in Thursday’s meeting, not a type to memorize.
A test gets filed away
Chemistry runs every meeting
A prep brief and a checklist before every meeting, tailored to that client. The framework works your calendar, not your filing cabinet.
And it works in both directions
Your client sees their own style and how the two of you work best together.
They are not being analyzed. They are being understood. You adapt how you serve them, they experience an advisor who finally communicates their way, and the relationship strengthens from both sides.
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.
See it for yourself
This is what lands on your desk
An excerpt from the live sample report: a Guardian client paired with a Commander advisor.
Quick Snapshot
Chemistry Score
4.3/10 · Moderate adaptation
Styles differ in meaningful ways. The playbook is where the value is.
Client Archetype
The Guardian
Steady, detail-first, consistency builds trust
Top Adaptation Priority
Slow your close. Send materials before meetings, not during.
Key Watch-Out
Never present a new recommendation cold in the room.
Working Dynamic
Meeting Format
Structured agenda sent 48 hours ahead. Data first, story second. One recommendation per meeting.
Bad News Delivery
In writing first, with historical context. Then a call after she's had time to process.
Red Flag
Pushing for same-meeting decisions reads as pressure and erodes trust.
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 10-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
10 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 →Built for a regulated industry
Nothing to run past compliance
Other tools want to record your meetings and ingest your email and CRM. Client Chemistry works from one 10-minute assessment, not from surveilling your practice.
No meeting bots
We never join, record, or transcribe your client meetings, and we never ask you to paste a transcript. No awkward "an AI is on this call" disclosures.
No data ingestion
No email access, no CRM sync, no portfolio data. Ever. There is nothing here for a security review to object to.
Almost nothing stored
A first name, a last initial, and 24 assessment answers. That is the whole file. Your clients’ sensitive data stays in your CRM where it belongs.
Simple pricing
Free in beta. Simple when we launch.
One price per advisor. No per-client fees, no setup costs, no contract.
Starter
Up to 10 active clients · 1 advisor
See what's included→
Advisor
Unlimited clients (fair use) · 1 advisor
See what's included→
Team
Unlimited clients (fair use) · Multiple advisor seats
See what's included→
Free during the private beta. No credit card. At public launch, every plan starts with a 7-day free trial. Compare all plans →
Frequently asked questions
Everything you need to know before getting started.
How do I get access?
Client Chemistry is in private beta with a small group of advisors. Join the early-access list below and we'll reach out as spots open. Already have an invite code from us? Head to the signup page and enter it, and you get free access for the rest of the beta.
How long does a client assessment take?
24 questions, typically under 10 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.
Is it free right now?
Yes. Invited advisors use Client Chemistry free during the private beta. At public launch, new accounts will start with a 7-day free trial before a paid plan begins, and everything you build in the beta carries over. We'll never delete your work.
Isn't this just another personality test?
No. A personality test describes one person and stops. Client Chemistry maps both sides of a relationship and turns the comparison into actions: how to open a meeting, which channel to use, how to deliver bad news to this exact client. Your client benefits too. They see their own communication style and how the two of you work best together, so the relationship improves from both directions.
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?
About your clients, 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 account data, or the content of your meetings. There is no facility anywhere in the product to upload a transcript or meeting notes. Your clients' sensitive data stays in your CRM where it belongs.
Ready to understand your clients?
Join the early-access list. We're inviting a small group of advisors first.
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We're onboarding a small group of advisors during the private beta. Join the list and we'll send your invite code as spots open.
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