DataPoints
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The science of building wealth.™ Clients seek your advice and planning when it comes to their long-term financial goals.
But the real work begins when they leave your office, virtually or otherwise. Money mindset impacts day-to-day spending, saving, and investing decisions, decisions that can make or break reaching financial goals. Backed by The Millionaire Next Door, DataPoints help advisors identify client personality so they can help clients avoid behavioral pitfalls and achieve financial and life goals.
04/17/2026
Your saving, spending, and investing is driven by your personality.
Uncovering your personality can help you make decisions that will you achieve financial wellness.
The first step? Measure your money personality.
04/15/2026
What drives wealth-building isn't just income. It's your client's mindset.
Research shows that financial attitudes, spending behaviors, and risk tolerance play a bigger role in long-term wealth than most people realize. That's the science behind The Millionaire Next Door, and it's the foundation of every DataPoints assessment.
We help financial advisors uncover the behavioral patterns that shape their clients' financial futures, so they can offer guidance that truly moves the needle.
Client discovery tools that capture money mindset. Align your guidance and strategies based on client discovery tools that uncover client money mindset. Learn more, and take a sample test here.
02/12/2026
Personality drives the way you save, spend, and invest.
By understanding your unique characteristics, you can improve the way you make financial decisions.
Measure your money personality first with our assessment.
02/03/2026
Your approach to retirement directly shapes your financial wellness.
Are you prepared for the future?
Take the ReFocus assessment to gain a deep understanding of your approach to retirement.
Discover your mindset to empower your wellness.
01/30/2026
What does money mean to you?
Uncover your unique approach to money to achieve financial wellness.
Take our test in the link to get your profile.
01/28/2026
Your personality drives the way you save, spend, and invest.
Uncovering your personality can help you make decisions that will you achieve financial wellness.
The first step? Measure your money personality.
What does money mean to you?
Uncover your unique approach to money with this test.
Coaches: do you work with clients on money-related issues?
Add behavioral assessments to your practice to gain a deep understanding of money attitudes, beliefs, and more.
01/20/2026
What are your critical life priorities?
How do those priorities impact your decisions?
Uncover your values with this quiz.
https://measure.datapoints.com/survey/e/1fDL3IDxosRMKCoyqWvw
What's your unique approach to money?
How does your personality impact saving, spending, and investing?
Take the money personality test to learn more, and get a complete report.
Click here to claim your Sponsored Listing.
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4880 Lower Roswell Road, Ste. 165 #134
Marietta, GA
30068