DataPoints in Action: Fintentional®

A well-designed financial plan can help clients achieve more than just financial goals. We talked with Michael Palazzolo, founder of Fintentional®, about how his firm helps clients achieve life goals in the context of financial planning. Michael is a former software engineer who started his transition to financial planning in 2007 and became a Certified[…]

DataPoints in Action: WorthyNest®

How do advisors understand clients’ money-related attitudes before their first meeting? We chatted with Deborah Meyer, CFP®, CPA/PFS, CEPA, owner of WorthyNest® and Amazon bestselling author of Redefining Family Wealth about how her firm incorporates DataPoints assessments into the client experience. Tell us a little about WorthyNext and what makes your firm unique. WorthyNest® is a fee-only, fiduciary wealth[…]

Getting to Know Prospects In a Remote World

As the full impact of COVID-19 continues to unveil itself in the financial services industry, many advisors we are hearing from have begun to plan for a long-term remote practice. If you are contemplating a similar shift for the future, it is important to understand the limitations of the methods you used in the past[…]