Real Money, Real Experts

DataPoints: The Psychology of Building Wealth


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Real Money, Real ExpertsBy AFCPE®

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

34 ratings


More shows like Real Money, Real Experts

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,170 Listeners

Nutrition Diva by QuickAndDirtyTips.com, Monica Reinagel

Nutrition Diva

1,709 Listeners

So Money with Farnoosh Torabi by Farnoosh Torabi

So Money with Farnoosh Torabi

1,947 Listeners

Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,483 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,526 Listeners

HerMoney with Jean Chatzky by Jean Chatzky Her Money

HerMoney with Jean Chatzky

1,450 Listeners

ChooseFI by ChooseFI

ChooseFI

5,088 Listeners

Woman Evolve with Sarah Jakes Roberts by Woman Evolve

Woman Evolve with Sarah Jakes Roberts

6,889 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,054 Listeners

How to Money by iHeartPodcasts

How to Money

3,175 Listeners

The Rachel Cruze Show by Ramsey Network

The Rachel Cruze Show

3,745 Listeners

All the Hacks with Chris Hutchins by Chris Hutchins

All the Hacks with Chris Hutchins

1,586 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,361 Listeners

The Financial Coach Academy® Podcast by Kelsa Dickey

The Financial Coach Academy® Podcast

101 Listeners

What We Spend by Audacy

What We Spend

633 Listeners