As advisers start to focus on adding younger individuals and couples to their client mix, choosing prospects with the genuine potential to grow their assets will be important to running prosperous businesses. Research based on conclusions from the best-selling book “The Millionaire Next Door” (Gallery Books, 1998) asserts that wealthy people have similar traits that influence their financial success,...

Data Points LLC, an Atlanta-based behavioral analytics firm, today released its Financial Behaviors & Wealth Potential Report, providing an unprecedented look at how its technology-enabled assessments can identify future high net worth clients. The report concludes that individuals with a high propensity to build wealth can be found across age, income, and net worth groups using assessments based on the research of Dr. Thomas J. Stanley, author of the financial best seller, The Millionaire Next Door. Nearly 500 household financial decision makers were included in the analysis.

Data Points LLC, the experts in the identification and development of wealth potential, today announced the formation of an advisory board comprised of industry leaders that will provide insight, guidance and perspective to the Data Points management team as it builds a long-term strategy and growth plan. Data Points’ president, Dr. Sarah Stanley Fallaw, will serve as chair of the advisory board after the death of its chief advisor, Dr. Thomas J. Stanley, in February 2015.