Gaining deeper insight into a client’s personality, attitudes, values, and beliefs will enable you to anticipate what they may do in the future, provide more personalized service, and better support them in reaching their goals.

[DataPoints] gives financial advisors multiple tools to uncover their clients’ money-related attitudes, beliefs, and values.

What if the secret to financial success was less about numbers and more about your mindset? And what if achieving a balance between long-term family financial planning and short-term financial management could be easier than you think?