Financial Influences Interview Guide from DataPoints

What influences our financial decisions?

From our past experiences to our social circles today, we are influenced by others around us and in the media when it comes to how we spend, save, and invest.

Complete the form to download the financial influences interview guide.

Name*
First Last
Email*
Company Name*
Title*
Which of the following best describes you?*
- I work directly with clients on financial issues.
- I work in the financial services industry, but I do not work directly with clients.
- None of the above.