Get to Know Prospects & Clients with DataPoints

Learn how advisors use behavioral assessments to get to know prospects and clients, assess financially-related behaviors and attitudes, and nudge clients towards better investing behaviors with DataPoints. Help guide clients using the science from The Millionaire Next Door. See a demo of client assessments in our first 30 minutes, and stay for an optional Q&A during the last half of our session. Register here.

Get to Know Prospects & Clients with DataPoints

Learn how advisors use behavioral assessments to get to know prospects and clients, assess financially-related behaviors and attitudes, and nudge clients towards better investing behaviors with DataPoints. Help guide clients using the science from The Millionaire Next Door. See a demo of client assessments in our first 30 minutes, and stay for an optional Q&A during the last half of our session. Register here.

Great Investors: Competencies for Success White Paper

What does it take to be a great investor today? If you consider yourself the manager of your household’s finances, or if you’re a financial advisor that believes behavioral coaching and guidance can help clients be financially successful, then you will want to take a look at our latest white paper, Understanding Great Investors: The Competencies of Investing Success. The white paper, which shares the findings from one of our latest studies on investors in the mass[…]

Savings over time makes a difference.

What’s the Difference Between a 17% and 7% Savings Rate?

Our data consistently tells us that in the arena of personal-finance outcomes, behaviors matter. They matter a lot. So we thought it was time to try and quantify—from a dollars and net-worth perspective—exactly how much is “a lot.”  We have talked here before about the difference in savings rates between “high-potential” individuals and “low-potential” individuals, as measured by scores on the DataPoints Building Wealth assessment. As a quick refresher, Building Wealth measures behaviors and attitudes in[…]