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Healthy Love & Money

Unlocking The The Millionaire Next Door and So Much More with Dr. Sarah Fallaw

Sarah throws back the curtain to reveal what makes The Millionaire Next Door tick. She discusses the traditional career path of the “average” U.S. millionaire and the typical relationship dynamics between high-net-worth families.
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Financial Advisor Magazine

Here Comes FinPsych–Time To Learn More About Financial Psychology

First there was financial services. Then wealth management. Then FinTech. Then BeFi (behavioral finance). Now it’s time for FinPsych.
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Nerd's Eye View on Kitces.com

Gaining Better Understanding of Client Personality, Attitudes, and Values Using Psychometric Assessments

"Beyond serving as traditional risk tolerance surveys, psychometric assessments can also help advisors to understand a client’s communication style, personality, and saving and spending behaviors more objectively and at a deeper level than their own subjective judgment (which can be fraught with biases and sometimes even knowledge gaps of the client’s personal circumstances)."
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Nerd's Eye View on Kitces.com

The Latest In Financial #AdvisorTech (September 2021)

"From the broader industry perspective, DataPoints is becoming an increasingly active player in the rapidly growing AdvisorTech Map category of “Behavioral Assessments” that go beyond pure risk tolerance to understand a client’s broader financial psychology..."
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FinancialPlanning.com

Herbers & Company Hires Financial Therapist

Financial planning firms are increasingly seeing the value in having financial psychology experts and tools as part of their practice. Dr. Sarah Fallaw is quoted in the article discussing the importance of financial psychology to clients achieving their goals.
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