Skip to content
According to one Southerner, we’re halfway through what he calls the “60 days of winter” in Atlanta. For those from the Midwest or Northeast, I can almost hear your collective “bless their hearts.” True, we don’t have snow on the ground here and when we do, the entire city of Atlanta shuts down. However, those living in the South enjoy glimpses of the beauty we have in the Spring much earlier than anywhere else in …
Can your organization thrive if its strategy doesn’t align with operations? Maybe. Maybe you’ll be successful despite this misalignment; maybe for a short time at least. For a short time, if you have a stellar pool of talented advisors and leaders, loyal clients, and awesome products and services, then the misalignment can be masked for a while. Eventually, however, top talent will recognize the disconnect and leave–or worse, become disengaged, potentially leading to desertion …
We wish our clients, partners, and colleagues a very Happy New Year from Data Points. We are grateful for your business and look forward to working with you in the next year to identify and develop your clients’ propensity to build wealth. We are excited to unveil our technology to assess wealth potential and share our latest research on financial behaviors and client success to help your organization thrive in the new year. Keep up …
How will you spend the day after Thanksgiving? Here’s some research that might influence your decision. In our 2015 survey of affluent Americans–a group that represents the top wealth holders in the United States–we asked how many times they participated in in-store Black Friday shopping in the past five years. Only 2% said they had participated each of the past five years, 14% said they had participated once or twice, and 3% said they had …
As you make your way into midlife you will inevitably encounter a growing number of peers who are on the verge of or who have already dissolved their marriages. For many of these couples, the self-reported cause of marital discord is disagreement over finances. In fact, financial disagreements are stronger predictors of divorce than other marital disagreements, based on research from Kansas State University. The researchers studied over 4,500 couples and examined a variety of marital and financial factors. Assuming a …