Guiding Investor Behaviors & Measuring Risk Tolerance

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. Register here to join us.

Structuring The Getting to Know You Process

Imagine that you can ask your prospective client only two questions before deciding if they are a good fit for your practice. What would you ask, and why? The statement above is an example of a structured interview question. Structured interviews are a systematic way to get to know a client, applicant, or other new colleague that links interview questions to topics or competencies that are critical to understand at the beginning of that relationship.[…]

Behavioral Assessments: On The Fintech Map

The financial technology (or fintech) landscape is evolving rather quickly, and some are calling it the “golden age of fintech.” I recall thinking only a few years ago that DataPoints didn’t quite fit in any of the categories of the various fintech maps that were published. The groupings of CRMs, financial planning software, re-balancing tools, etc. were clear enough. But there really wasn’t a place for psychology and behavioral science in the mechanics of financial planning[…]

Thankful

Starting a business, as many of you know, is a task that requires a great amount of fortitude, but it also requires the support many others. This year, we are particularly grateful for our clients, who have embraced the use of behavioral science in their practices to help their clients succeed. The advisors who work with us demonstrate a focus on the future of financial planning – thank you for allowing us to be a part[…]