February 15, 2016

Firm

Your advisors are more than investment managers. To grow your practice, they must be trusted advisors to their clients by providing holistic financial planning. For firms looking to incorporate the latest research in behavioral science and finance, the Predicting Wealth™ system can provide your practice with objective information about your clients’ wealth potential and allow your advisors to coach clients on behaviors that are critical to financial success. With Data Points’ Predicting Wealth™ platform, your firm can create and deliver behavior-focused services to your clients – advising them to build their wealth over time.

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