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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: 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 …
A class of personality tests, known generically as “type indicators,” places clients into one of several categories based on responses to a series of questions and then provides broad descriptions of the category. Some examples of “type indicators” include the Myers-Briggs Type Indicator (MBTI) and the very popular Enneagram. Type tests are so much fun! It’s fun to see which category you (or your clients) fall into, what other movie stars or sports figures align …
Bob Veres, the renowned author and publisher of Inside Information, recently reviewed each test from DataPoints. Here are a few of the highlights from his review: Read what this titan of the financial planning community had to say about the behavioral assessment library from DataPoints. Download the review of DataPoints here. …