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Have you contemplated a different path? What does industrial psychology have to do with startups, small businesses, and entrepreneurship? Quite a bit, especially when industrial psychologists are starting their own businesses. Our panel at SIOP17 (session 198) includes expert advice from psychologists who are starting or have started their own businesses, featuring: Psychobabble, Quantum Improvements Consulting, SMDHR, DataPoints, and Brave Leaders Inc. Complete the form below to download our lessons learned. [gravityform id=”19″ title=”false” description=”false”] Your …
What does it take to build wealth over time? I was fortunate to work with Dr. John Grable and Michelle Kruger from the University of Georgia’s financial planning performance lab on a research paper examining that topic, and the research was featured in the January edition of the Journal of Financial Service Professionals. The study used DataPoints’ proprietary list of financial tasks, which is based in part on the behaviors and habits documented in the 40+ …
Where do you fit? Where do your services fit in the world of financial planning, investment management, and wealth advisory services? Are you a planner, an advisor, or an investment manager? Or all of the foregoing? The landscape of financial advisory services is evolving, and finding a descriptive and accurate category for your service and role is becoming more challenging. We’re having the same challenge here at DataPoints. We’re forging something of a new …
We’re delighted to announce the release of the new DataPoints behavioral finance platform. Built from the ground up with feedback from financial advisors, their clients, and industry leaders, the DataPoints platform puts the power of behavioral science in the hands of advisors to strengthen client relationships and improve financial results. DataPoints has created a library of assessments that holistic financial advisors can use to engage and generate prospects, assess client money behaviors and attitudes, and impact …
Family/marital issues, health issues, grief, religion: just a few of the non-financial topics that advisors work through with their clients. A few years ago, a large-scale study of advisors yielded a wealth of information on the evolving role of financial advisors as coaches (Dubofsky & Sussman, 2009). The research, which included approximately 1,400 advisors associated with either the FPA or CFP board, highlighted the topics, challenges, and critical incidents faced by advisors related to non-financial …