Coaching for
impactful challenging engaging better beneficial
money conversations.
Trove guides advisors to use behavioral assessment insights to drive more meaningful money conversations.




trove (n) :
a discovery, find.
What do you find in your money conversations?
When you understand a client’s personality, ask in-depth questions, and listen at the right time, you can find a trove of insights to help you help your client.
Sign up for a Trove session, and unlock a wealth of insights during each client interaction.
What is Trove?
Gain expertise & guidance to drive better money conversations.
Case Studies & Consultation
Learn how mindset conversations impact clients and couples using real-world scenarios and role-playing.
Community Engagement
Ask questions and get expert insights inside the DataPoints Knowledge Base.
One-on-One Sessions*
Partner with our experts to get specific feedback and consulting on working with clients, implementation, and much more.
Learn & Connect
Get to know the Trove leaders.

Ashley Quamme, LMFT, FBS®, CFT-I™
Head of Advisor Training
Financial Therapy, Financial Coaching, Financial Behavior Specialist®

Sarah Stanley Fallaw, Ph.D.
President, DataPoints
Psychology, Psychometrics, Test Design, and Data Analytics Insights