Money Beliefs Workshop

April 27th from 1-4 pm Eastern Cost: $149 per person [Pending approval for 2 CFP Board CE credits for attendees] Join Maggie Klokkenga, CFP®, CPA, AFC® candidate, Ed Coambs MBA, MA, MS, CFP®, CFT-I™, LMFT, and Sarah Fallaw, Ph.D. for a hands-on workshop to help you apply the psychology of financial planning to your practice. You’ll learn how to use a structured process for exploring money beliefs, and best practices for being flexible in …

Read More >>

Clarity for a New Year

With the year almost in the rearview mirror, I wanted to share with you what you can expect from DataPoints in the new year. Our team is focused on providing our advisor clients tools to uncover client money mindset, personalize advice and guidance, and apply the psychology of financial planning. Focus: Identifying Client Money Mindset If you’re a small business owner like us, you know it is tempting to be all things to everyone. …

Read More >>

Money Scripts® Test For Financial Planning

There is a continued and increased focus on financial psychology in the financial services world. The CFP Board has recently updated its knowledge topics to include the psychology of financial planning, covering everything from client attitudes to critical life experiences that could shape a financial plan. Financial planners recognize that money personality is a key component impacting client financial success. And many planners are implementing behavioral assessments into their practices to capture these characteristics …

Read More >>

Integrate DataPoints Behavioral Insights into Wealthbox CRM

When you’re working to help clients achieve financial success, having insights related to their financial psychology is crucial. We’re delighted to share that you can now have behavioral insights from DataPoints integrated into Wealthbox CRM. The integration works by: Automatically importing contacts into DataPoints Sending leads and contacts to Wealthbox CRM Sending test scores from any test from the DataPoints library into a Wealthbox CRM note Access client money-related attitudes, personality, and psychological risk tolerance …

Read More >>

Getting to Know Prospects In a Remote World

As the full impact of COVID-19 continues to unveil itself in the financial services industry, many advisors we are hearing from have begun to plan for a long-term remote practice. If you are contemplating a similar shift for the future, it is important to understand the limitations of the methods you used in the past to get to know prospects. Two of these methods, (a) judgment based on direct interaction and (b) forms with …

Read More >>

The Latest

Get Updates

I agree that DataPoints can use my information to send me information regarding their research, products, and services. See full privacy policy .

Learn About...

 

Topics

 

About

Research & news

Your Privacy

Please view our
Privacy Statement & Terms of Use

Reach Us

Facebook-f Twitter Linkedin Pinterest
© Copyright 2023 Data Points LLC. All Rights Reserved.