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[…]

Changing Attitudes and Behaviors Related to Budgeting

An obvious mechanism to help an individual spend their cash flow in accordance with their financial goals is to employ some sort of budget. But for many of us the idea of constricting any type of behavior, especially the way in which we spend our money, is unpleasant. Even if we label it using the euphemism of a “spending plan.” Volumes of advice and technologies are available to help with the mechanics of putting budgets together and tracking[…]

The Investor Profile: A New Approach to Understanding Risk Tolerance

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.