Starting a business, as many of you know, is a task that requires a great amount of fortitude, but it also requires the support many others. This year, we are particularly grateful for our clients, who have embraced the use of behavioral science in their practices to help their clients succeed. The advisors who work with us demonstrate a focus on the future of financial planning – thank you for allowing us to be a part of that future.

We are grateful, too, for those who took time out of their days to give us constructive feedback on what we could be doing better. This information is invaluable and is leading to improvements in what we provide each day.

Likewise, thank you to those who have helped DataPoints along the way this year –  those who have included DataPoints in their podcasts and blogs, our newest and former colleagues, and our advisory board. We’re also grateful for our partnerships with XY Planning Network, TD Ameritrade, and the UGA Financial Planning Performance Lab.

We have a lot to look forward to in 2018, including new assessments, a comprehensive behavioral coaching platform, and the follow up to The Millionaire Next Door later in the year.

Many thanks from DataPoints for an exciting 2017.

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