A Gratitude Exploration Guide for Thanksgiving

Explore Gratitude Our financial psychology is shaped by life events. Exploring past experiences can help us understand how we react and feel today.  Use the questions below to explore the way you feel and express gratitude. Think about a time you felt an overwhelming amount of gratefulness. What were you grateful for, and how did that experience shape how you express gratitude today?   In what areas of your life do you find it easy to …
Always Say No? Always Say Yes? Which Is It? Warren Buffet is cited for the wisdom that “the difference between successful people and really successful people is that really successful people say no to almost everything.”  Over the years I’ve heard any number of snippets of advice from Mr. Buffet and I have to concede that I usually find myself nodding in agreement with his folksy, common-sense perspective. It’s hard to argue with his …
On March 30th, the CFP Board announced changes to their Principal Knowledge Topics for educational programs for those seeking or with the Certified Financial Planner (CFP) designation. This change includes a new section representing 7% of the educational component, entitled “The Psychology of Financial Planning.” For those of us at DataPoints who have been writing about financial psychology and the psychology of building wealth for quite some time, we are delighted to hear that …
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 …
Clients seek your financial planning expertise. And, you create comprehensive financial plans for your clients. The plans require clients to make spending, saving, and investing decisions that will help them achieve financial goals and live the life they seek. Will all clients follow the plans you create? Will they all follow them in the same way? The real work of achieving financial success comes once your clients leave your office. Client money mindset impacts …

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