Learn how advisors use behavioral assessments to get to know clients, assess financially-related behaviors and attitudes, and nudge clients towards behavioral change with DataPoints. Learn more about DataPoints and see a demo of client assessments. Register here.
The state of flow from a psychological perspective is when you are completely engrossed in a task and are able to work or create in a productive way. It requires removing all distractions and being in a state of deep concentration. You hear about flow when someone shares that she wrote a book in four weeks, or maybe spent 14 uninterrupted hours creating a sculpture. It’s almost superhuman, but it can happen when you work[…]
What would you say are your greatest strengths? Weaknesses? Think back on the last few job interviews you had for a moment. How many of them included these generic, broad questions? They’ve been handed down through generations of well-meaning hiring managers, but because they don’t relate to specific requirements for the job (other than if the job requires narcissism or self-deprecation) and they’re not tied to a specific aspect of a job (i.e., strength for[…]
How should you decide on what tests to include in your client experience? Here are a few things to consider. Understand what the test measures and its intended purpose. This should be made clear by the test provider. Is it really measuring risk personality, or risk preferences? Is the test measuring personality or attitudes? Understanding what the test measures helps you in determining which assessment is appropriate for your practice, but also allows you to explain[…]