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Get to Know Prospects & Clients with DataPoints

December 13 @ 1:30 pm - 2:30 pm EST

Learn how advisors use behavioral assessments to get to know prospects and clients, assess financially-related behaviors and attitudes, and nudge clients towards better investing behaviors with DataPoints. Help guide clients using the science from The Millionaire Next Door. See a demo of client assessments in our first 30 minutes, and stay for an optional Q&A during the last half of our session. Register here.