michael.pendergrass
Acronym
DataPoints
Product ID
DataPoints
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Description
Uncover client money mindset with behavioral assessments from DataPoints.
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Details
- Capture leads to your website and in social media with short behavioral quizzes that focus on areas critical to financial planning and personal finance.
- Uncover client money mindset with award-winning behavioral assessments, including the Investor Profile RTQ and the Building Wealth test, based on The Millionaire Next Door.
- Monitor change over time in areas like financial wellness, satisfaction with advice and advisory services, and money-related attitudes through the DataPoints’s dashboard.
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- Examine detailed insights about each client via a comprehensive report. In this sample report, see how the client scores on each Investor Profile RTQ factor. Each behavioral assessment provides a client- and advisor-facing report.
- Identify areas to discuss with the client. Here, the client scored low on the emotional side of investing, Volatility Composure. DataPoints provides interview questions for each factor (not shown).
- Take notes as you review your client’s results, and send them via our integration or email to use as you clarify the results with your client.
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- Prepare to meet with couples in advance by understanding how they compare on factors like investing attitudes. Create households and quickly compare a couple’s results on multiple assessments.
- Review overall results to see if the couple is aligned in areas such as risk tolerance (the “Investor Profile – Overall” score on the graph).
- Identify areas where the couple may be incongruent regarding attitudes, personality, or beliefs. Use the results to clarify, discuss, and personalize the client experience for each household member.
Features
Uncover client money mindset with behavioral assessments from DataPoints:
- Behavioral assessment library for client discovery
- Compare couples’ risk tolerance, attitudes, and more.
- Take notes, monitor change, and create coaching guides.
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Management Style
Schwab Products
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