Tim Fallaw @TimFallaw
Joined November 2013-
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More than half of clients (53%) reported agreeing or being neutral when asked if investors can beat the market if it is studied. buff.ly/3mc9SWZ! #finpsych #psychology #financialplanning #investing
New Report from DataPoints Gives Advisors Insights to Achieve Greater Alpha for Clients buff.ly/3mhwLbJ via @prweb #investing #finpsych #wealthmanagement
Get our latest client financial psychology report brief to learn how you can add value to clients based on their investing personality. buff.ly/3mc9SWZ! #financialplanning #psychology #wealthmanagement
The @CFPBoard has added the psychology of planning to its principal knowledge topics for CE credits immediately and on certification exams starting in March 2022. W/ insights from psychologist @sarahfallaw of behavioral assessment firm DataPoints financial-planning.com/news/cfp-board…
We are thrilled to hear that the @CFPBoard is now including a psychological component in their knowledge topics. #finpsych #psychology #financialplanning cfp.net/news/2021/03/r…
@DataPts advisors now have client #finpsych insights right in their Wealthbox CRM! Thanks to the help from the @Wealthbox team. #FinTech #finpsych
It's a good day when you're included in a piece about frugality featuring @DollyParton . Thanks @Hotters_says for including me. @BBCWorld @millnextdoor #personalfinance #affluent #wealth #psychology
It's a good day when you're included in a piece about frugality featuring @DollyParton . Thanks @Hotters_says for including me. @BBCWorld @millnextdoor #personalfinance #affluent #wealth #psychology
Learn from those who built wealth on their own buff.ly/2Oi4aVi #millionairenextdoor #wealth #affluent
Be Frugal if You Want to Live Like Rich People buff.ly/2hozL5c feat. @thomasjstanley #millionairemind
Just renewed my WSJ subscription through digitalandprint.com. Best rates I have found.
Can just about anyone still become a millionaire? cbsnews.com/news/can-just-… via @CBSMoneyWatch @sarahfallaw @thomasjstanley
Advisors: Still using #demographics to segment clients? Move to behaviors. datapoints.com/predicting-wea… #wealthpotential
Millennials want value from their advisors above and beyond what they can do on their own.@DataPts #millenials
Millennials want value from their advisors above and beyond what they can do on their own.@DataPts #millenials
#Millionaire advice: "You don't have to be the fastest, the smartest. You have to have tenacity." #Millionairemind
34% of #employees worry about living above means...#employers can help #frugal @DataPts
34% of #employees worry about living above means...#employers can help #frugal @DataPts
Coaching clients to #financial success datapoints.com/2016/07/19/beh… #advisors #financialcoaching #IOPsych
'Fidelity found that their best performing accounts were those that had been forgotten'- @danielcrosby, Founder, Nocturne Capital & Author
If there is one thing that marks families with money over the long term it is this: delayed gratification. – Bill Bonner
Identify your future Millionaires Next Door.
I look forward to the day when learning how to help behavior change is a core part of the FP curriculum!

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