Client Discovery & Behavioral Assessments: Live Q&A with DataPoints
May 20 @ 1:00 pm - 2:00 pm EDT
How can you use behavioral assessments in your financial planning practice? Register here to join us!
In this live session, learn how to use the DataPoints library of discovery tools to uncover client money mindset.
We’ll walk through the platform, review assessments, and answer questions to help you get the most out of DataPoints.