Money Scripts® Test For Financial Planning

There is a continued and increased focus on financial psychology in the financial services world. The CFP Board has recently updated its knowledge topics to include the psychology of financial planning, covering everything from client attitudes to critical life experiences that could shape a financial plan. Financial planners recognize that money personality is a key component impacting client financial success. And many planners are implementing behavioral assessments into their practices to capture these characteristics …

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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 …

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