Guide better financial behaviors

Use the science of The Millionaire Next Door to improve client financial success

Building Wealth gives you and your clients the objective data they need to begin to build & maintain effective wealth-related behaviors. Grow client wealth through DataPoints’ technology and your relationship.

Designed for clients who are in the wealth accumulation phase, the Building Wealth assessment and report provides you with a detailed behavioral framework to improve your clients’ financial success.

Sign up for a free, two-week trial here or download our overview sheet below.

Learn more. Download the Building Wealth overview using the form below.

How can Building Wealth impact your clients? Check out our client-focused video below.