Skip to content
What does it take to build wealth over time? I was fortunate to work with Dr. John Grable and Michelle Kruger from the University of Georgia’s financial planning performance lab on a research paper examining that topic, and the research was featured in the January edition of the Journal of Financial Service Professionals. The study used DataPoints’ proprietary list of financial tasks, which is based in part on the behaviors and habits documented in the 40+ …
We’re delighted to announce the release of the new DataPoints behavioral finance platform. Built from the ground up with feedback from financial advisors, their clients, and industry leaders, the DataPoints platform puts the power of behavioral science in the hands of advisors to strengthen client relationships and improve financial results. DataPoints has created a library of assessments that holistic financial advisors can use to engage and generate prospects, assess client money behaviors and attitudes, and impact …
As you make your way into midlife you will inevitably encounter a growing number of peers who are on the verge of or who have already dissolved their marriages. For many of these couples, the self-reported cause of marital discord is disagreement over finances. In fact, financial disagreements are stronger predictors of divorce than other marital disagreements, based on research from Kansas State University. The researchers studied over 4,500 couples and examined a variety of marital and financial factors. Assuming a …
While watching the new Star Wars trailer with my children this week, I was mesmerized by the entire production. I fondly remember the first time my parents took my brother and I to see any of the films (The Empire Strikes Back). After seeing it, my brother and I were hooked on the story, the images, and the action figures. Oh, and the Millennium Falcon, with the cool hidden panel on the floor. My brother had that …
A transformational leader can utter the words “I messed up” even once seated in the c-suite. Accepting responsiblity is challenging for most, but it is particularly so for those in leadership roles. While working as an organizational consultant in graduate school, I saw this play out in a way that was less than ideal. My colleague and I had prepared a presentation for a prospective client: we included numbers, statistics, data – here’s how our product can impact …