XY Planning & DataPoints
Add the psychology of financial planning to your practice.
Use code XY25PN for 25% off retail pricing (listed below),
exclusively for XYPN members.
Uncover Investor Mindset
Uncover risk tolerance and money mindset.
$
50
Per Month/Advisor
-
Add the Investor Profile RTQ to your client workflow and our Market Mindset marketing quiz to your website to capture leads.
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Investor Mindset Library
Investor Profile RTQ
Market Mindset Quiz
Financial Perspectives Test
-
Beliefs & Wellness Library
KMSI-R (Money Scripts®)
Financial Wellness Quiz
Financial Health Scale
-
The Millionaire Next Door Library
Building Wealth Test
Money Personality Test
Career Fit, Spending, Planning and Wealth Potential Quizzes
ReFocus Retirement Approach
Focus On Beliefs & Wellness
Add Money Scripts® and financial wellness tests.
$
75
Per Month/Advisor
-
Explore underlying money beliefs with the Klontz Money Scripts® Inventory and add financial wellness quizzes to your website.
-
Investor Mindset Library
Investor Profile RTQ
Market Mindset Quiz
Financial Perspectives Test
-
Beliefs & Wellness Library
KMSI-R (Money Scripts®)
Financial Wellness Quiz
Financial Health Scale
-
The Millionaire Next Door Library
Building Wealth Test
Money Personality Test
Career Fit, Spending, Planning and Wealth Potential Quizzes
ReFocus Retirement Approach
The Millionaire Next Door
Uncover wealth potential, retirement approach.
$
95
Per Month/Advisor
-
From helping to guide millionaires next door to uncovering retirement approach, tailor the client discovery process with our full library.
-
Investor Mindset Library
Investor Profile RTQ
Market Mindset Quiz
Financial Perspectives Test
-
Beliefs & Wellness Library
KMSI-R (Money Scripts®)
Financial Wellness Quiz
Financial Health Scale
-
The Millionaire Next Door Library
Building Wealth Test
Money Personality Test
Career Fit, Spending, Planning and Wealth Potential Quizzes
ReFocus Retirement Approach
XYPN Members: use code XY25PN.
FAQs…with answers our customers like to hear.
Multi-advisor discounts? Yes. Contact our team to find out more.
Training & onboarding? Email support + group & on-demand training*
*Finpsych consulting & personalized onboarding are available for an additional, one-time fee. Learn more here.
Have questions about the XY Planning and DataPoints partnership? Reach us at xypn @ datapoints.com.