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The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: Seed Money Consulting Year Founded: 2016 Services Provided: Tax Prep, Business Consulting, Investment Management, and Financial Planning Assessments used: Building Wealth Financial Perspectives Investor Profile RTQ Money Personality How has your firm benefited from implementing assessments or other aspects of financial psychology? Emphasizing financial psychology aligns deeply with our firm. Our firm puts client relationships first and ensures they are …
The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: Journey Beyond Wealth Year Founded: 2017 Firm Focus: Comprehensive wealth management and investment management for high-net-worth families. Assessment used: Investor Profile RTQ How has your firm benefited from implementing assessments or other aspects of financial psychology? Assessments have helped us truly understand clients and how they view money. With the assessment results, we open up a new level of conversation …
The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: Northstar Financial Planning LLC Year Founded: 1994 Firm Focus: Women-centered comprehensive wealth management. We work with women experiencing a life transition such as becoming a widow, divorce, and inheritance. We also work with pre-retiree and retired women and their spouses. Assessments used: Investor Profile RTQ Money Personality How has your firm benefited from implementing assessments or other aspects of financial …
Budgeting. Investing. Spending. Each of us reacts to money-related topics on a scale from negative to neutral to positive. Money attitudes are not perfect predictors of financial behaviors. However, how we feel about budgeting, spending, and investing impacts our financial goals. Indeed, our attitudes can affect the entire financial planning process, especially when working with others who may not share our perspectives. What Are Attitudes? Let’s start with the basics. What is an attitude? …
Uncover Client Money Mindset with Financial Personality Tests Client personality relates to saving, spending, and investing decisions. How does your firm measure client personality? Financial professionals use our library of behavioral assessments to uncover client financial psychology and provide financial advice, guidance, and coaching. Learn more about our financial personality tests, and discover which ones are right for your practice. Building Wealth Identify and guide client financial behaviors with the Building Wealth test. The …