Behaviors Drive Wealth

DataPoints provides financial advisors and firms the tools they need to manage the behavioral side of their practice.

Based on the research and data that led to books such as The Millionaire Next Door and The Millionaire Mind, DataPoints created behavioral assessments that:

  • Predict net worth, behavior during a down market, and savings rates,
  • Provide a framework for advisors and clients to understand and improve financial behaviors and attitudes, and
  • Are used by advisors in their marketing and onboarding workflows.

 

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