[vc_row][vc_column][vc_video link=”https://www.youtube.com/watch?v=z3UUOuAwG-U”][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_btn title=”Download Overview” color=”info” align=”center” link=”url:https%3A%2F%2Fwww.datapoints.com%2Foverview%2F||”][/vc_column][vc_column width=”1/3″][vc_btn title=”Contact Us” color=”info” align=”center” link=”url:https%3A%2F%2Fwww.datapoints.com%2Fget-started%2F||target:%20_blank”][/vc_column][vc_column width=”1/3″][vc_btn title=”Pricing & Packages” color=”info” align=”center” link=”url:https%3A%2F%2Fwww.datapoints.com%2Fpricing%2F||”][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_cta h2=”Differentiate” h4=”Get to know your prospects’ patterns of financial behaviors” h4_font_container=”color:%23b33c00″ h4_use_theme_fonts=”yes” use_custom_fonts_h4=”true”]Get to know your prospects and clients. Identify their financial behaviors, attitudes, and values; and understand their patterns of experiences in spending, saving, investing, and planning. DataPoints’ assessments are based on 40+ years of data.

Learn more about our Building Wealth, Financial Perspectives, and Investor Profile assessments.[/vc_cta][/vc_column][vc_column width=”1/3″][vc_cta h2=”Know in Advance” h4=”Review results, compare, and examine aggregate results” h4_font_container=”color:%23b33c00″ h4_use_theme_fonts=”yes” use_custom_fonts_h4=”true”]Anticipate how your clients will react in down markets. Understand their potential to build wealth.

Each assessment creates a client report and separate advisor guide, the ability to compare client results for spouses/partners, and a dashboard view of all client results.[/vc_cta][/vc_column][vc_column width=”1/3″][vc_cta h2=”Coach & Develop” h4=”Guide better client behaviors and empower clients to build financial success.” h4_font_container=”color:%23b33c00″ h4_use_theme_fonts=”yes” use_custom_fonts_h4=”true”]Guide clients towards successful financial and investing behaviors to help them improve their financial trajectory. Create an automated reminder to improve behaviors. Use built-in suggestions or add your own unique recommendations to guide better financial behaviors.[/vc_cta][/vc_column][/vc_row]