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March 2019

Guiding Millionaire Next Door Behaviors with the Building Wealth Assessment

March 26 @ 1:00 pm - 2:00 pm EDT

The Building Wealth assessment from DataPoints measures six key behavioral factors that relate to your client's net worth, regardless of their age and income. Based on the research and data that went into The Millionaire Next Door, the Building Wealth assessment can help you guide clients to better financial behaviors. Learn how advisors are using the Building Wealth test in their practices and how you can help your clients become financially successful with DataPoints.

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April 2019

SSG Conference 2019

April 24 @ 2:00 pm - April 26 @ 5:00 pm EDT
San Diego, CA

Visit DataPoints at the SSG 2019 Conference in San Diego.

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May 2019

Understanding Investing Competencies with the Investor Profile

May 7 @ 11:30 am - 12:30 pm EDT

What does it take to be a great investor? How can you identify key competencies of your prospects and clients, and help them improve? Join us for a webinar on using assessments to identify and guide better client investing behaviors. We'll review the factors that relate to psychological risk tolerance and demonstrate how assessment results can be used to guide better investing decisions. You'll also see a demo of DataPoints' assessment platform.

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