Wealth Behaviors in Money Magazine

Posted on August 15, 2016September 1, 2016 by The DataPoints Team

The focus on behaviors and their impact on financial success continues to grow in the media! We’re thrilled about the coverage of DataPoints’ research on wealth behaviors and financial success in Money magazine’s online and print editions this month. We also partnered with Money to create a quick quiz to help you learn about your wealth behaviors. Our clients are using[…]

Segmenting Affluent Groups: Differences Matter

Posted on November 19, 2014February 18, 2019 by Sarah Fallaw

How does your organization segment its clients? Most often they are segmented by amount of investable assets, net worth levels, and perhaps age, income, and/or risk tolerance levels. What’s missing? A guide to their competencies for building wealth. As long as I can remember, my father has given big, gold-wrapped boxes of chocolates for thank you/end[…]