Episode 11– Using Assessments to Deepen Client Relationships
Dr. Sarah Fallaw on LinkedIn
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!”
You can learn more about Sarah and her work by connecting with her through LinkedIn or her website.
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