George F. Vieth          Be Do Have

CONNECT

Address:

10 Patten Parkway
Chattanooga, TN 37402

Phone:

423-267-6858,Toll Free 877-648-4384

Fax/Other:

603-386-6784

 

Wealth Potential Survey


This assessment was developed by DataPoints. Its products and services are fueled by leading research on the wealthy in America. For the past 40 years, the Affluent Market Institute (AMI), has conducted empirical studies, surveys, focus groups and interviews to understand the behaviors and attitudes needed to build wealth. Founded by Dr. Thomas J. Stanley, AMI’s research served as the basis for the New York Times bestselling books The Millionaire Next Door and The Millionaire Mind. Dr. Stanley’s research into the habits, life experiences and attitudes of high-wealth individuals has resulted in a powerful database of wealth-building characteristics. The DataPoints team analyzed volumes of data compiled by AMI to identify the competencies of wealth building and compile the key tasks of successful financial management. Then our psychologists applied the latest psychometric methodologies to create assessments that would accurately measure wealth-building potential and help advisors and firms to better serve their clients.