February 15, 2016


Where are the hidden millionaire next doors in your client population? How can your firm develop and retain high net worth clients through products and services designed around their needs? Beyond describing groups, Data Points provides a scientific analysis of individual propensity to build wealth. By focusing on wealth potential, your organization can create focused strategic plans differentiated by high, medium and low Wealth Potential groups, and train advisors how to identify and interact with high-value customers by knowing their wealth potential.

Get started here.

Get to Know Your Clients


I am promo text. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.