How can you use behavioral assessments in your financial planning practice? Register here to join us! In this live session, learn how to use the DataPoints library of discovery tools to uncover client money mindset. We’ll walk through the platform, review assessments, and answer questions to help you get the most out of DataPoints. …
When you understand a client’s personality, ask the right questions, and listen at the right time, you can find a trove of client insights to help you help your client. Join Ashley Quamme, Head of Advisor Training, and Sarah Fallaw to learn more about Trove, hear case studies of how behavioral assessments can lead to deeper client conversations, and what you can expect from this new community. Register here. Learn more about Trove here. …
Knowledge is power, and the basis of all knowledge is having the right data. Datapoints (or, data points, if you like) are the smallest form of data. Think of them like information atoms. Alone, they’re seemingly small and insignificant. But when you combine them, you can discover trends, uncover essential information, and better understand the world around you. These minuscule particles of information can be essential to learning about others and ourselves. Here’s what …
Earlier this month (September 2023) the team at Kitces.com released its 2023 financial advisor technology usage report titled Kitces Report: The Technology That Independent Financial Advisors Actually Use (And Like). (Download the Report here.) The Kitces Report provides a detailed analysis of data compiled from roughly 1,400 independent financial advisors’ responses regarding the technology applications they use (and don’t use) in their practice. Advisors rated their perceptions of value and satisfaction for the various …
A class of personality tests, known generically as “type indicators,” places clients into one of several categories based on responses to a series of questions and then provides broad descriptions of the category. Some examples of “type indicators” include the Myers-Briggs Type Indicator (MBTI) and the very popular Enneagram. Type tests are so much fun! It’s fun to see which category you (or your clients) fall into, what other movie stars or sports figures align …