Member Meet Up: Understanding Money-Related Characteristics With Assessments

Are you looking for a consistent way to get to know the money-related characteristics of the individuals you serve? How are you guiding your clients towards better financial behaviors today?

Join Sarah Fallaw, president of DataPoints and author of The Next Millionaire Next Door to learn how behavioral science can improve how you work with clients to impact the behavioral side of financial decision-making. You’ll learn how financial professionals utilize DataPoints library of assessments, including the Investor Profile (psychological risk tolerance), Building Wealth (an assessment of wealth potential based on The Millionaire Next Door), and Financial Perspectives (money-related attitudes) assessments.