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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 …
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 …
Always a teacher, my father loved uncovering hidden trends in the economy, in consumer behavior, and in marketing research, and then sharing them with others. He loved reading articles in newspapers, cutting them out, making notes all over the margins, and then turning those findings into essays on how individuals approach money. I would share articles and summaries from academic journals with him, and (after grading them) he would relate their scientific findings to …
We’re excited to announce a new partnership between Data Points and the Financial Planning Performance Lab (FPPL) at the University of Georgia and the addition of Dr. John Grable, CFP® and professor of financial planning, to the Data Points advisory board. UGA’s FPPL is the only applied clinical facility in the nation designed for the purpose of obtaining evidence regarding the effectiveness of the financial planning process. Its research on the interaction between financial …
Building a business is challenging work, made easier by having trusted colleagues by your side. I’m so thrilled to share that two awesome folks are joining the Data Points’ team this week. Danielle Reid, vice president of business development, will be responsible for sales and partnerships, and Craig Dawson, vice president of product management, will be responsible for creating cool, scientific products that bring value to our clients. Welcome, Danielle and Craig! …