DataPoints @DataPts
The science of building wealth.™ Uncover money personality, attitudes, beliefs & #psych risk tolerance. Based on @thomasjstanley & The Millionaire Next Door. datapoints.com Marietta, GA Joined February 2013-
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Get a wellness check-up here. hubs.li/Q03Kd9fK0 #personality #wellness #money
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What's your money personality? Take the test to get a complete report. hubs.li/Q03rJXdW0 #personality #money #wealth #quiz
Can financial planning clients become more frugal over time? hubs.li/Q03rJWNq0 @millnextdoor
Get your wellness check-up here with our free assessment hubs.li/Q03rJVWD0
Measure five critical personality factors to get an accurate measure of client risk tolerance. hubs.li/Q03rJSS00 #investing #personality #wealthmanagement
Is your mindset ready for retirement? Learn more with this quiz. hubs.li/Q03rJMM50 #quiz #retirement #mindset #personality
For the most accurate picture of your client's mindset, avoid personality "type" tests in client discovery. hubs.li/Q03rJQLK0 #personality #personalitytests #financialplanning
How to find The Millionaire Next Door in your data hubs.li/Q03rJQm40 #millionarenextdoor #personality #testing
Best practices for using personality tests in financial planning hubs.li/Q03rJF5R0 #financialplanning #clientexperience #personality
Where does success come from? Who is to blame for failure? Locus of control impacts financial success, but it's a personality factor that can be altered (with effort!). hubs.li/Q03rJC_s0 #personality #wealth #income
Say “Yes” to Everything or Say “No” to Everything? Which Is It? hubs.li/Q03rJx7s0
Financial psychology encompasses how we manage our financial lives. It also includes the theories and research related to professional relationships that help us improve financial wellness (e.g., relationships with financial planners). hubs.li/Q03rJhsB0
What is your RTQ really measuring? Does it measure your client's relatively stable overall risk tolerance, or a more temporary notion of risk preference? hubs.li/Q03rJcd30
There's a science to measuring client money mindset. Are your behavioral assessments backed by science? hubs.li/Q03rJbGm0
If client satisfaction, wellness, or contentment are purportedly the goals of financial advisors, are these outcomes being measured in accurate and meaningful ways? hubs.li/Q03rJ3my0
Five factors can significantly impact your investing-related decision making. hubs.li/Q03rJ41x0 #investing #risktolerance
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