DataPoints
DataPoints, located in Marietta, GA, specializes in uncovering client money mindsets through innovative behavioral assessments. Their tools provide financial advisors with essential insights into clients' financial attitudes, wealth-building behaviors, and risk tolerance, drawing from the latest research in financial psychology.
Offering a comprehensive library of money personality assessments, DataPoints enables advisors to capture leads, coach clients, and measure risk tolerance effectively. The assessments are grounded in psychometric science and offer a complete picture of client personality, facilitating a more tailored approach to wealth management.
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