Know client mindset in advance.
Understand prospect & client money personality from the start.
Try DataPoints free for two weeks.
Understand prospect & client money personality from the start.
Try DataPoints free for two weeks.
Our tests are used by advisors all over the world to uncover client money mindset.
The Millionaire Next Door test, designed to identify wealth-building potential and for coaching clients.
Get multiple insights about your client's investing personality with one test.
Compare attitudes about budgeting, spending, and investing.
Uncover client money beliefs with the Klontz Money Scripts Inventory-Revised.
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.
Choose the package that best fits your firm. Try us free for two weeks. Cancel anytime.
Our tests are designed to engage prospects and clients in understanding their money personality.
Take a test to see a sample report for yourself.