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.
We have a variety of plans to meet the needs of
financial planners, coaches, and other professionals working directly with clients.
Get started with a free, two week trial of DataPoints.
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?
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