What can behavioral assessments can do for your practice?

Client financial success depends on money mindset. Saving, spending, and investing decisions are impacted by financial personality, so isn’t it time you understood your clients’ personalities? With behavioral assessments, you can:

  • Understand client money attitudes
  • Prepare for money (dis)agreements with couples
  • Assess psychological risk tolerance
  • Guide clients to avoid behavioral pitfalls & achieve financial success

Learn more about the DataPoints behavioral assessment platform.