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The blog below is part of our 10th anniversary celebration at DataPoints.
Firm Name: Journey Beyond Wealth
Year Founded: 2017
Firm Focus: Comprehensive wealth management and investment management for high-net-worth families.
Assessment used: Investor Profile RTQ
How has your firm benefited from implementing assessments or other aspects of financial psychology?
Assessments have helped us truly understand clients and how they view money. With the assessment results, we open up a new level of conversation that might never have happened if clients had not completed the assessment.
What’s the most significant benefit of using assessments?
The most significant benefit of using assessments is gaining insight into clients’ true risk tolerance early in the conversation. When markets drop, knowing who might respond negatively is important. DataPoints is a great partner and has saved us a lot of time by prompting better conversations early in the process of getting to know an individual.
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Learn more about Journey Beyond Wealth here. Take the Investor Profile here.