Tag: fiduciary

Help Wanted? An Interview Guide for Hiring Financial Professionals

By Sarah Fallaw on Apr 27th, 2020 in Current Events, Lessons Learned, Mentor's Corner

Amid any chaotic market or environment, many of us will seek professional advice, especially when it comes to achieving financial goals.¬†Companies like Fidelity are hiring new staff and advisors to take on the increase in prospective clients who now want financial advice. We have anecdotal evidence of this increase at DataPoints, where many advisors have […]

Consumption: Full Speed Ahead

By Sarah Fallaw on Jan 2nd, 2017 in Current Events, Lessons Learned

If part of your work involves educating others on how consumption can affect their ability to build and maintain wealth, looking for outside patterns of data and trends might be a way to bring an “ah-ha” moment to clients, children, friends, or family members. A string of articles in last week’s Wall Street Journal¬†wove an […]