
Sign up to save your podcasts
Or


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.
By AFCPE®4.9
3434 ratings
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.

39,202 Listeners

3,581 Listeners

3,229 Listeners

3,251 Listeners

2,003 Listeners

814 Listeners

5,486 Listeners

3,107 Listeners

1,043 Listeners

4,849 Listeners

1,623 Listeners

3,464 Listeners

20,613 Listeners

360 Listeners

106 Listeners