Coaching for
impactful challenging engaging better beneficial
money conversations.
Join the community to help you enhance the client experience and drive better money conversations.
trove (n) :
a discovery, find.
What do you find in your money conversations?
When you understand a client’s personality, ask the right questions, and listen at the right time, you can find a trove of client insights to help you help your client.
Join our coaching community, and unlock a wealth of insights during each client interaction.
What's Included
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 in a monthly group session.
Group Training & CE Sessions
Become an expert in uncovering money mindset through our monthly training sessions and quarterly CE webinars.
Community Engagement
Access the Trove community to collaborate with other advisors and our experts.
One-on-One Sessions*
Partner with our experts to get specific feedback and consulting on working with clients, implementation, and much more.
Trove FAQs
What is Trove?
Trove is a community of financial professionals who use personality-based discovery tools to provide the best client experience possible.
Who is Trove designed for?
Trove is designed specifically for financial professionals who work directly with clients and use personality-based assessments to facilitate money-related conversations.
What’s the focus of Trove?
The focus of Trove is on the application of personality-based discovery tools to the advisor-client relationship. Trove exists to:
- Empower financial professionals to have in-depth and fruitful money mindset conversations;
- Provide clients with personalized advice based on their unique personality characteristics; and
- Track success of coaching and mindset conversations through measurement.
What’s included in Trove?
- Expert advice on implementing assessments
- Case studies & consultation group meetings
- Exclusive knowledge base with curated resources to enhance the assessment implementation
Can I join Trove without subscribing to DataPoints client discovery tools?
Yes! You can learn from our community without subscribing to the DataPoints client discovery tools (or, create a trial here).
Where can I connect with other Trove community members?
As part of Trove, you’ll have access to our members-only community where you can ask questions, learn from others, and engage with our community leaders.
What if I can’t make the webinars and meetings?
No problem. All recordings will be available on the private Trove Community page for you to review at your convenience.
I have a tough client situation. Can I get help?
Yes! You can bring your case to our case study sessions for group coaching, or you can request an in-depth analysis of client results by our team here.
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