The science of building wealth.™ Uncover money personality, attitudes, beliefs & #psych risk tolerance. Based on @thomasjstanley & The Millionaire Next Door.
Marietta, GA
Joined February 2013
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DataPoints retweeted
👀 TOMORROW: Join @DataPts + @Wealthbox to learn more about implementing human-first client discovery. Sign up 👉 tinyurl.com/3rve8ccv
DataPoints retweeted
Uncover client money beliefs before your first meeting with the Klontz Money Scripts Inventory. hubs.ly/Q028wfrB0 #clientdiscovery #moneyscripts #personality #quiz hubs.ly/Q028wmkP0 @DrBradKlontz
DataPoints retweeted
As noted in old #newspaper column, Americans still spend #money they don't have to buy things they don’t need to impress people they don’t like. They could become millionaires instead. h/t: @JamesLangabeer @sarahfallaw @datapts and more.
moneytalksnews.com/slideshow…
DataPoints retweeted
Advisors, make sure you're signed up for our integration webinar with @DataPts on Thurs 4/20 at 2pm ET 👉 bit.ly/3Zuxcl3
DataPoints retweeted
Advisors, now is your chance to see @DataPts + @Wealthbox demo our integration live. Don't miss out! Sign up here 👉 bit.ly/3Zuxcl3
DataPoints retweeted
📣 New Webinar Announced! Join @DataPts + @Wealthbox to learn more about the integration. Sign up here 👉 bit.ly/3Zuxcl3
DataPoints retweeted
@sarahfallaw dropping her knowledge about client characteristics and how they impact financial outcomes at SHIFT 2023. #SHIFTEVENT @Ross__Marino
DataPoints retweeted
Allocating time and money in the pursuit of looking superior often has a predictable outcome: inferior economic achievement.
DataPoints retweeted
They learn about money scripts @DrBradKlontz @DataPts and why we instinctively want more and worry we don't have enough @shapingwealth @DianaGisel_Y
DataPoints retweeted
The hallmark of being wealthy is having control over how you allocate your time.
DataPoints retweeted
Time is ticking! ⏰
Join us for the only industry event built for advisors who want to build a practice focused on Human First Financial Guidance™ with nearly 40 sessions led by expert advisors and academics!
𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗯𝘆 𝟮/𝟭𝟴: humanfirst.live
#SHIFTEVENT
DataPoints retweeted
There is a very interesting relationship between high net worth and what respondents perceived to be luck. These who are the most adamant about the role of luck feel that: The harder you work, the luckier you become.
DataPoints retweeted
⏳ Webinar today! Join @DataPts and @Wealthbox for our "Understanding Psychological Risk Tolerance" continuing ed presentation at 2pm ET. It's not too late to sign up and earn the credit 👉 bit.ly/3Wlm8oR
DataPoints retweeted
🤞 Have you signed up for our webinar next Thursday with @DataPts? Sign up here to earn your CE credit 👉 bit.ly/3Wlm8oR
DataPoints retweeted
👋 We're joining Dr. Sarah Fallaw from @DataPts for a live webinar on "Understanding Psychological Risk Tolerance". Join us on Thurs 2/2 at 2pm ET and earn a CE credit 👉 bit.ly/3Wlm8oR
DataPoints retweeted
Join our partners, @Wealthbox and @DataPts for a webinar on psychological risk tolerance!
Earn one CE credit when you tune in!
Register for the February 2nd session👇
Advisors, now is your chance to see @DataPts + @Wealthbox partner up for a webinar on psychological risk tolerance. Don't miss out! Sign up here to earn your CE credit 👉 bit.ly/3Wlm8oR
DataPoints retweeted
Advisors, now is your chance to see @DataPts + @Wealthbox partner up for a webinar on psychological risk tolerance. Don't miss out! Sign up here to earn your CE credit 👉 bit.ly/3Wlm8oR
DataPoints retweeted
📣 New Continuing Education webinar announced! Join @DataPts + @Wealthbox as Dr. Sarah Fallaw presents "Understanding Psychological Risk Tolerance". This webinar is eligible for 1 CE credit. Sign up here 👉 bit.ly/3Wlm8oR
DataPoints retweeted
When I started @datapts, only a few were focused on the human-side of financial advice. Now, look how @Advisor2x and @Ross__Marino are changing an entire industry! Can't wait to be a part of this in March. buff.ly/3HJ10Fa
