Know client mindset in advance.
Understand prospect & client money personality from the start.
Get started with DataPoints.
Insights To Guide Clients
Our tests are used by advisors worldwide to uncover client money mindset.
Here's just a few of our discovery tools:
Building Wealth
The Millionaire Next Door test, designed to identify wealth-building potential and for coaching clients.
Investor Profile RTQ
Get multiple insights about your client's investing personality with one test.
Financial Perspectives
Compare attitudes about budgeting, spending, and investing.
Money Scripts
Uncover client money beliefs with the Klontz Money Scripts Inventory-Revised.
About Us
DataPoints tests give advisors insights needed to help clients grow wealth over time.
Our products are grounded in psychometric science, the latest in financial psychology, and the research that fueled The Millionaire Next Door.
Let's work together.
Choose a plan, invite clients, and get insights to drive better money conversations.
Investor Mindset
Uncover risk tolerance and money mindset.
$
50
Per Month/Advisor
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Add the Investor Profile RTQ to your client workflow and our Market Mindset marketing quiz to your website to capture leads.
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Investor Mindset Library
Investor Profile RTQ
Market Mindset Quiz
Financial Perspectives Test
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Beliefs & Wellness Library
KMSI-R (Money Scripts®)
Financial Wellness Quiz
Financial Health Scale
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The Millionaire Next Door Library
Building Wealth Test
Money Personality Test
Career Fit, Spending, Planning and Wealth Potential Quizzes
ReFocus Retirement Approach
Beliefs & Wellness
Add Money Scripts® and financial wellness tests.
$
75
Per Month/Advisor
-
Explore underlying money beliefs with the Klontz Money Scripts® Inventory and add financial wellness quizzes to your website.
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Investor Mindset Library
Investor Profile RTQ
Market Mindset Quiz
Financial Perspectives Test
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Beliefs & Wellness Library
KMSI-R (Money Scripts®)
Financial Wellness Quiz
Financial Health Scale
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The Millionaire Next Door Library
Building Wealth Test
Money Personality Test
Career Fit, Spending, Planning and Wealth Potential Quizzes
ReFocus Retirement Approach
The Millionaire Next Door
Uncover wealth potential and retirement approach.
$
95
Per Month/Advisor
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From helping to guide millionaires next door to uncovering retirement approach, tailor the client discovery process with our full library.
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Investor Mindset Library
Investor Profile RTQ
Market Mindset Quiz
Financial Perspectives Test
-
Beliefs & Wellness Library
KMSI-R (Money Scripts®)
Financial Wellness Quiz
Financial Health Scale
-
The Millionaire Next Door Library
Building Wealth Test
Money Personality Test
Career Fit, Spending, Planning and Wealth Potential Quizzes
ReFocus Retirement Approach
Take a test.
No studying required.
Our tests are designed to engage prospects and clients in understanding their money personality.
Take a test to see a sample report for yourself.
Let's connect.
Want to learn more?
Need enterprise pricing or services?
Connect with DataPoints.