Guiding Millionaire Next Door Behaviors with the Building Wealth Assessment

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. Register[…]

Guiding Millionaire Next Door Behaviors with the Building Wealth Assessment

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. Register[…]

Guiding Millionaire Next Door Behaviors with the Building Wealth Assessment

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.

Value Above Technology: Advisors as Coaches

Executive coaching is estimated to be a $1 billion industry. These counselors, psychologists, and former “C-level” executives coach leaders to build competencies and skills required to be effective and successful at their high-level, high-stakes job. While coaches use technologies and numerous methodologies to assist in their practices, personal interaction is at the heart of the business. Like a C-level role, the job of household money management is multi-faceted, and includes many complex tasks: budgeting, creating long-term goals, investing, estate[…]