DataPoints: The Psychology of Building Wealth

Real Money, Real Experts

English - March 02, 2021 14:00 - 26 minutes - 18.1 MB
Non-Profit Business Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Get Involved: America Saves Week + Military Saves Month

Next Episode: Facebook Live: Military Spouse Fellowship

In this episode of Real Money, Real Experts, we get a deeper dive into the tools and resources developed by Dr. Sarah Fallaw, Co-Author of The Next Millionaire Next Door. Fallaw has spent her career rooted in data and furthered research based on her father's original best-selling book The Millionaire Next Door. The tools and research built by her company, DataPoints provide financial professionals with behavioral assessments to help clients understand their financial competencies. Listen along as Rebecca and Mary talk with Sarah on how to get research into practice.

Show Notes:
00:50 Sarah Intro
03:03 Sarah's Road to the Field of Finance
04:14 Understanding personalities of financial clients
08:31 Focus on research to achieve results
13:27 Integrating tools and technology
14:24 Meeting Oprah
17:50 Your Two Cents

Show Note Links:
DataPoints LLC: https://www.datapoints.com/

Resources:
The Next Millionaire Next Door:

The Millionaire Next Door: https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474

Influence by Robert Cialdini: https://www.amazon.com/Influence-Psychology-Persuasion-Robert-Cialdini/dp/006124189X

AFCPE Membership:
https://www.afcpe.org/membership/

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.