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.

Psychology of Black Friday

Wealth and Black Friday Psychology

As we approach Thanksgiving in the United States, the bustle of life may seem to be slowing. That calm, however, is underscored by the advertising and enticements of retailers hoping to move into the black side of the ledger for the year on the day after the holiday of gratitude. Otherwise known as Black Friday. Indeed so many of us will go shopping on that day that it will almost appear that everyone is doing[…]

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.

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[…]