How Assessments Can Uncover Money Beliefs and Help to Change Behaviors: A Discussion with Behavioral Cents

Independent of our unique individual personality traits, values, and attitudes, we know that financial decisions and behaviors have the most significant impact on achieving money goals. Carrie Rattle, CEO & Founder of Behavioral Cents, is a financial therapist and coach who works to engage clients in exploring their money beliefs with the ultimate goal of helping to optimize their financial behaviors. In the brief conversation below, we explore how Carrie uses behavioral assessments in …

Read More >>

Helping Clients Achieve Financial Goals By First Understanding ‘Why’ – Make A Money Mindshift

Part of the benefit of using behavioral assessments in financial planning is the ability to help clients understand why they make particular spending, saving, and investing decisions. Uncovering the “why” behind financial choices can open up a world of conversations and growth, growth that can lead to positive change. Maggie Klokkenga, CPA, CFP®, founder of Make A Money Mindshift, shared how she uses the power of assessments to help clients achieve what matters most through financial coaching packages …

Read More >>

The Library of Behavioral Assessments for Financial Services

Uncover Client Money Mindset with Financial Personality Tests Client personality relates to saving, spending, and investing decisions. How is your firm measuring 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 …

Read More >>

How to Add Assessments To Financial Planning

Individual personality traits can (and do) impact whether a client achieves financial goals. Behavioral assessments can help uncover client personality, values, attitudes, and beliefs. In turn, you can use this information to help provide the client with personalized guidance, education, coaching, or nudging to help them follow the financial plan and otherwise achieve goals. Below, we will discuss best practices in implementing behavioral assessments in a financial planning client workflow. Let’s start with a …

Read More >>

Integrate DataPoints Behavioral Insights into Wealthbox CRM

When you’re working to help clients achieve financial success, having insights related to their financial psychology is crucial. We’re delighted to share that you can now have behavioral insights from DataPoints integrated into Wealthbox CRM. The integration works by: Automatically importing contacts into DataPoints Sending leads and contacts to Wealthbox CRM Sending test scores from any test from the DataPoints library into a Wealthbox CRM note Access client money-related attitudes, personality, and psychological risk tolerance …

Read More >>

The Latest

Get Updates

I agree that DataPoints can use my information to send me information regarding their research, products, and services. See full privacy policy .

Learn About...

 

Topics

 

About

Research & news

Your Privacy

Please view our
Privacy Statement & Terms of Use

Reach Us

Facebook-f Twitter Linkedin Pinterest
© Copyright 2023 Data Points LLC. All Rights Reserved.