Financial Success & A Mindset of Control

Imagine this: it’s the day after Halloween, and you are about to enter your local big-box store retailer. EVERYTHING about the store flashes “SALE!” Who or what is in control of your actions in this situation? Let’s consider two different mindsets and possible outcomes related to how we might approach our shopping trip in this scenario: Mindset 1: I can positively affect the wealth my household accumulates. Potential Outcome: I will shop and spend in[…]

Planning & Monitoring: The Obvious Wealth Factor We Love to Ignore

In pop psychology and social media, there seems to be more interest in money personality than in financial behaviors when it comes to talking about the things that will have the greatest impact on how successful we are at accumulating wealth. Who doesn’t love a one-question quiz that asks you about your favorite color and then gives you a report telling you you’re a terrible investor because you like magenta? Tests like the Myers-Briggs Type Indicator[…]

Guiding Millionaire Next Door Behaviors with the Building Wealth Assessment

The Building Wealth assessment from DataPoints measures six key behavioral factors that relate to your client’s net worth, regardless of their age and income. Based on the research and data that went into The Millionaire Next Door, the Building Wealth test can help you guide clients to better financial behaviors. Learn how advisors are using the Building Wealth test in their practices and how you can help your clients become financially successful with DataPoints. Register[…]

Guiding Millionaire Next Door Behaviors with the Building Wealth Assessment

The Building Wealth assessment from DataPoints measures six key behavioral factors that relate to your client’s net worth, regardless of their age and income. Based on the research and data that went into The Millionaire Next Door, the Building Wealth test can help you guide clients to better financial behaviors. Learn how advisors are using the Building Wealth test in their practices and how you can help your clients become financially successful with DataPoints. Register[…]