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Ten years ago, we officially launched our platform at the XYPN 2016 conference in San Diego. If you were there, you remember the big tent! At the time, there were very few firms or tech companies that focused on the behavioral side of financial planning. Most conversations in fintech centered around robo-advisors that were going to take over the industry (spoiler: it didn’t happen). Psychology & Financial Planning What has changed since 2016? The …
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? …