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11. Using Assessments to Deepen Client Relationships with Dr. Sarah Fallaw
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In this episode, we talk with Dr. Sarah Fallaw, co-author of The Next Millionaire Next Door and founder of DataPoints, who explains how understanding client personalities can improve financial advising. She shares how using science-backed tools, instead of just traditional risk assessments, helps advisors build stronger relationships and better support clients' wealth-building efforts. We dive into how regular wellness checks can increase client satisfaction and offer tips for advisors looking to enhance their services. Tune in to this episode of “Planning & Beyond!”
Connect with us below!
- Dr. Sarah Fallaw on LinkedIn
- DataPoints
- Ashley Quamme on LinkedIn
Visit Planning & Beyond
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By Ashley Quamme
5
2929 ratings
Text us to share what you found helpful!
In this episode, we talk with Dr. Sarah Fallaw, co-author of The Next Millionaire Next Door and founder of DataPoints, who explains how understanding client personalities can improve financial advising. She shares how using science-backed tools, instead of just traditional risk assessments, helps advisors build stronger relationships and better support clients' wealth-building efforts. We dive into how regular wellness checks can increase client satisfaction and offer tips for advisors looking to enhance their services. Tune in to this episode of “Planning & Beyond!”
Connect with us below!
- Dr. Sarah Fallaw on LinkedIn
- DataPoints
- Ashley Quamme on LinkedIn
Visit Planning & Beyond