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.
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4880 Lower Roswell Road, Ste. 165 #134
Marietta, GA
30068