live Webinar Continuing Education

Measuring Client Wellness and Satisfaction with DataPoints + Wealthbox (CFP® CE)

Tuesday, Aug 12, 2025 at 2:00 PM ET

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Client financial wellness is often a critical goal of the financial planning process. However, it can be challenging to measure wellness accurately, and wellness can be confused with satisfaction. In this session, we’ll distinguish between the two concepts and explore several ways to measure overall client satisfaction and wellness, as well as best practices for implementing ongoing wellness check-ins with clients.

The key learning objectives include:

  1. Understand the concepts of wellness and satisfaction
  2. Identify different factors that impact client well-being
  3. Measure client wellness and satisfaction using a psychometric assessment

This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required for credit.

Speakers

Sarah Fallaw

President

DataPoints

Jenna Ghibaudy

Product Specialist

Wealthbox

“With the DataPoints integration with Wealthbox, advisors can easily add the psychology of financial planning to workflows and communication, thereby personalizing each client interaction based on investor personality, money attitudes, and client money scripts.”

Sarah Stanley Fallaw

Founder & President at DataPoints