The focus on behaviors and their impact on financial success continues to grow in the media! We’re thrilled about the coverage of DataPoints’ research on wealth behaviors and financial success in Money magazine’s online and print editions this month. We also partnered with Money to create a quick quiz to help you learn about your wealth behaviors.
Our clients are using behavioral science in their practice to help clients’ improve their financial behaviors. Try it for yourself and see how you can change the way you advise, segment, and build relationships with your clients.