Know financial psychology

Financial Psychology Consulting

Advisors, coaches, firms, and organizations work with DataPoints for custom tests, surveys, analyses, and insights. Our proprietary tests and survey instruments are based on decades of research that went into books including The Millionaire Next Door. 

Learn more about our financial psychology consulting services. Contact us to get started.

Custom Tests

DataPoints is the leader in behavioral assessments for financial services. For firms looking for a unique approach to client discovery, DataPoints will create a tailored assessment (using our proprietary content) or a custom test for your firm.

Speaking Requests

Our presentations, workshops, and CE sessions provide financial professionals with insights to help them better understand their clients and how to approach them based on their unique characteristics. Contact Dr. Sarah Fallaw for speaking and workshop engagements. 

Wellness Analysis

DataPoints will analyze your prospects’ and clients’ financial wellness to pinpoint how your firm can improve the overall client experience and your advisors’ communication and guidance. DataPoints will provide you with key areas for providing education, service, and resources to ensure improved life and financial wellness.

Gap Analysis

DataPoints will examine how your clients view your service offerings and experience compared to their needs using our proprietary methodologies and tools.

Your firm will receive a complete analysis and actionable steps to enhance how you personalize the experience for all clients.

Investor Reactions

DataPoints will uncover your prospects’ and clients’ reactions, attitudes, and investor composure using proprietary methodologies, assessments, and surveys. You’ll receive a detailed analysis of how your service offerings, communication, and business processes can improve based on the unique characteristics of your prospect and client base.

Financial Psychology Consulting FAQ's

How can you help my firm?

DataPoints helps firms around the world to understand their prospects and clients based on behavioral traits. Our team can help you predict what clients may do in the future and help you identify strategic initiatives via survey research.

I need a custom test.
Can DataPoints help?

If your firm wants a unique client discovery tool, a custom test might make sense. These are typically longer and more costly but have the benefit of providing customized results. Contact us using the form to learn more.

Can you help with strategic initiatives in financial psychology?

Dr. Sarah Stanley Fallaw, founder and president of DataPoints, works with firms around the world to provide consulting around client discovery, assessment creation, and more. Contact us for more information about working with Dr. Fallaw using the form.

What’s the difference between tests and surveys?

test provides information on how an individual client scores on certain factors (e.g., personality characteristics). Typically, a survey provides group-level analysis on single questions or groups of questions. A test and a survey could have the same questions, but the results and how they are used would be different.

Tests are psychometric instruments designed to measure the psychological characteristics of an individual, such as personality, attitudes, values, or intelligence. Typically, tests are used to provide information about an individual. The results of a test are usually reported at the characteristic level (for example, a score on Risk Composure).

Surveys are questionnaires designed to measure group-level attitudes, sentiments, or reactions (to name a few). Survey results are usually reported at the group level and for specific questions (or items).


Looking for our off-the-shelf client discovery tools? Learn more about our behavioral assessment platform.