UNCOVER CLIENT MONEY MINDSET
How can you apply the psychology of financial planning?
Spending, saving, and investing behaviors matter most when it comes to building and sustaining wealth.
Uncover client money mindset with tools that pinpoint financial attitudes, wealth-building behaviors, and investor risk tolerance.
DataPoints tests gives advisors insights needed to help clients grow wealth over time. Our products are grounded in psychometric science, the latest in financial psychology, and the research that fueled The Millionaire Next Door.
GET A COMPLETE PICTURE OF
CLIENT FINANCIAL PERSONALITY
Uncover client money mindset with DataPoints tests.