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If clients are to increase their likelihood of becoming wealthy, they have to understand and change how they behave with respect to areas that are, perhaps, a little more personal. Clients that focus intently on what others buy and consistently want the latest and greatest in possessions (such as technology or accessories) are less likely to build wealth over time. Social Indifference predicts net worth regardless of age, income, or how much wealth one …
Can you identify the wealth-building potential of your prospective or potential clients? Is the coaching and financial mentoring you give to your clients based on an objective measure of their wealth-related behaviors? We are very pleased to announce the release of our new research report, Financial Behaviors & Wealth Potential. The report describes how using behavioral-based assessments can identify and develop one’s potential for building wealth. Applied broadly, measuring Wealth Potential can allow large institutions and firms …
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 …