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Behavioral science insights to kickstart practice growth.

Atlas Point transforms behavioral finance research into actionable insights that help advisors to refine client relationships and differentiate their approach to financial conversations.

Schedule A Demo

Maximize Your Relationships With Financial Virtues

The Atlas Point System includes three unique tools that help Advisors to efficiently assess and understand a client’s approach to money management. We offer Financial Virtues, a 5-minute survey tool, Behavioral Conversations, an in-depth CE training, and Sales Agility, an on-demand coaching series that incorporates exercises led by subject matter experts. Used together or independently, our turnkey system helps advisors to deepen client relationships and accelerate practice growth.

Wondering how our system can grow your business? One advisor leveraged Financial Virtues to close on a new $1.8MM account in a single meeting. Others have used our coaching strategies to extend relationships through extended families, making way for asset consolidation and increased opportunities for network expansion.

Getting started is easy.

Schedule a Demo

Schedule a demo with a member of our team at a time that works for you.

Meet Virtually

We’ll meet virtually to discuss which services and tools can accelerate your business.

Select a Package

After the call, you can consider your options and choose a package that meets your needs.

Implement Solutions

You’ll be able to access the tools immediately, ensuring that you can get started right away.

Schedule a demo to learn how a holistic approach can differentiate your practice and attract new clients.


What You'll Learn

How The Atlas Point System Helps Experienced Advisors

  • Individualized approach that separates person-to-person advising from digital substitues
  • Action plans for strategic conversations based on behavioral science research
  • Access to subject matter experts and growth topics (30+!) typically reserved for Fortune 500 companies

“Atlas Point is the missing link to make the shift from a transactional relationship to an advisory relationship. There is no other set of tools that does this.”

Kevin Irhke, CFP®, Investment Insights

“The information Atlas Point provides helps me communicate with each member of a household uniquely.”

Rick Risley, Financial Advisor, Cetera

“I just had the best conversation with a client, and it was because of the talking points from Atlas Point”

Shanna Tingom, AAMS®, CFDA®, Heritage Financial Strategies

Get Started
With Atlas Point

Request A Demo