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September 2018

XY Planning 2018 Conference

September 24 - September 25
St. Louis, MO

Stop by and see DataPoints at the 2018 XYPN Live event in St. Louis, MO. For more information on the conference, check out the conference website here.

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October 2018

The Household CFO

October 2 @ 1:00 pm - 2:30 pm EDT

The tasks and responsibilities associated with managing our personal finances are complex. This session will provide advisors with detailed information on the key tasks and competencies required of their clients to be successful at managing household finances, or the in the Household CFO job. The session will cover a) the critical tasks that your clients engage in as they manage their financial lives, b) how those tasks differ by net worth level, c) the critical…

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Get to Know Prospects & Clients with DataPoints

October 18 @ 1:30 pm - 2:30 pm EDT

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.

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