Client Satisfaction: Quantitative & Qualitative Data

In a survey research project designed to understand client reactions, we examined behaviors, satisfaction, and preferences among clients of a growing firm in the Southeast. Clients were overwhelmingly satisfied with the firm’s service and advice, and the majority (92%) would recommend the firm to others. In addition to the survey (Likert) statements and other quantitative-type[…]

How Assessments Can Uncover Money Beliefs and Help to Change Behaviors: A Discussion with Behavioral Cents

Independent of our unique individual personality traits, values, and attitudes, we know that financial decisions and behaviors have the most significant impact on achieving money goals. Carrie Rattle, CEO & Founder of Behavioral Cents, is a financial therapist and coach who works to engage clients in exploring their money beliefs with the ultimate goal of[…]

Helping Clients Achieve Financial Goals By First Understanding ‘Why’ – Make A Money Mindshift

Part of the benefit of using behavioral assessments in financial planning is the ability to help clients understand why they make particular spending, saving, and investing decisions. Uncovering the “why” behind financial choices can open up a world of conversations and growth, growth that can lead to positive change. Maggie Klokkenga, CPA, CFP®, founder of Make A Money Mindshift,[…]

Wise Pace & DataPoints

Wise Pace: DataPoints in Action

When working to achieve financial goals, having a guide can be critical, especially when our patterns of financial choices need some enhancing. Working with a financial coach can improve how we make money-related decisions before working on a financial plan or investment strategy. See how Wise Pace, a financial coaching and planning firm in Atlanta,[…]

Bona Fide Finance - DataPoints in Action

Bona Fide Finance: DataPoints in Action

When working with clients either in-person or virtually, understanding their money mindset helps firms provide an exceptional client experience. We asked Ben Martinek, CFP®, EA, CSLP® and his team at Bona Fide Finance to share how they use DataPoints assessments to get to know prospects and clients in their financial planning practice. Tell us about[…]