DataPoints in Action: WorthyNest®

How do advisors understand clients’ money-related attitudes before their first meeting? We chatted with Deborah Meyer, CFP®, CPA/PFS, CEPA, owner of WorthyNest® and Amazon bestselling author of Redefining Family Wealth about how her firm incorporates DataPoints assessments into the client experience. Tell us a little about WorthyNext and what makes your firm unique. WorthyNest® is a fee-only, fiduciary wealth[…]