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April 2018

Guiding Millionaire Next Door Behaviors with the Building Wealth Assessment

April 24 @ 5:00 pm - 6:00 pm EDT

The Building Wealth assessment from DataPoints measures six key behavioral factors that relate to your client's net worth, regardless of their age and income. Based on the research and data that went into The Millionaire Next Door, the Building Wealth test can help you guide clients to better financial behaviors. Learn how advisors are using the Building Wealth test in their practices and how you can help your clients become financially successful with DataPoints.

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May 2018

The Investor Profile: A New Approach to Understanding Risk Tolerance

May 15 @ 1:30 pm - 2:30 pm EDT
Virtual

Join us for a webinar where we demonstrate the Investor Profile and how advisors are using assessments to identify and guide better client investing behaviors. We'll share data from our latest survey with investors, review the factors that relate to psychological risk tolerance, and demonstrate how assessment results can be used to guide better investing decisions. Register here.

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September 2018

XY Planning 2018 Conference

September 25
St. Louis, MO

Stop by and see DataPoints at the 2018 XYPN Live event in St. Louis, MO. For more information on the conference, check out the conference website here.

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