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.  

IDENTIFY MONEY ATTITUDES

Capture leads. Uncover attitudes towards saving, spending, and investing.

COACH & GUIDE CLIENTS

Identify client wealth-building personality. Use the results to coach clients in six areas.

ASSESS RISK TOLERANCE

Measure risk tolerance with a broad assessment of client investing personality.

See the psychology of financial planning in action. Request a demo to learn more.