Download The Money Influences Interview Guide

Engage prospects and clients in their financial journey with assessments from DataPoints. Our in-depth tests help you understand your prospects’ financial attitudes related to budgeting, spending, and investing. A detailed report helps you prepare for the first meeting, virtual or otherwise so that you can effectively communicate your value. Client onboarding can be improved with detailed, money-related insights.
Get our free money influences question guide for onboarding by completing the form.
To see our assessments in action, sign up for a free, two-week trial here.
Money Influences
Question Guide for Onboarding