Identify client money mindset with tools
based on The Millionaire Next Door
Description
Building Wealth
Behavioral assessment based on
The Millionaire Next Door
Investor Profile
Assess psychological risk tolerance & more
Financial Perspectives
Identify money attitudes; compare attitudes
Engage Marketing Suite
Library of short money mindset tests
Embed on your site, in social, and on blogs
Mind & Money Content
Monthly financial psychology content for client communication
Unlimited contacts & households
Advisor & client-facing reports
Branded for your firm
Custom reports & behavioral guides
Klontz Money Scripts Inventory-II
Assess underlying money beliefs
Financial Health Scale
Measure money-related health
Pricing
DataPoints Plus
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$120
Per Month / Advisor
DataPoints Toolkit
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$80
Per Month / Advisor
Money Scripts®
powered by DataPoints
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$60
Per Month / Advisor
FAQs…with answers our advisor clients like to hear.
Free trial? Yes! Try out our assessments with a two-week trial.
Partner discounts? Yep. Check out our partners here.
Multi-advisor discounts? Yes. Contact our team to find out more.
Money Scripts® on DataPoints
Now you can add the power of Money Scripts® to your practice with DataPoints. Learn more here.