Outcome-Driven Solutions for Financial Advisors

Our research-based tools support Financial Advisors with coaching tips and custom strategies that address each client’s unique biases and stress behaviors.

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The Problem

Financial Conversations Are
More Challenging Today

Advisors say:

“Differentiating and articulating the value of full-service financial advice is growing harder.”

“Applying behavioral finance theory is challenging and helping clients change behaviors is very hard.”

“I don’t have time to apply behavioral finance theory with each client.”

Investors say:

“Financial discussions feel scary and stressful.”

“My Advisor does not understand my communication preferences.”

“My parents’ Advisor does not know me.”

Our Solution

Straightforward tools that help financial advisors re-engage clients with tailored
advice and personalized suggestions.

Helping clients change behavior
Including the next generation
Facilitating efficient meetings
Engaging the entire household

How it Works

1

Financial Virtues Assessment

Research-driven survey tool that identifies the investor’s strengths, biases, and stress behaviors along with communication preferences and decision-making patterns.

2

Comprehensive Behavioral Finance Reports

Client- and advisor-specific reports that build understanding and introduce concrete action plans.

3

Support & Guidance

Supplementary resources that break down the insights and help FAs integrate the strategies with existing processes.

Results

Personalized Conversations Pay Off

Close more prospects, faster

Better, more meaningful connections

Driving steady practice growth

Video

The Financial Virtues Solution

Our signature advising solution uses a 5-minute survey to identify each investor’s unique approach to managing their money.

Try the Financial Virtues Survey

Take the Survey
Hear it from Clients

“I was surprised what little effort Financial Virtues took for the benefit it provided me.”

Burl, 59

“It’s awesome! The only topic that has ever caused friction in our marriage is financial decisions. Financial Virtues is a “game-changer” for these discussions.”

Joe, 57

“Where was Financial Virtues when I retired many years ago?  This would have helped an Orange Bull make better financial decisions!”

Ken, 73

“I loved how user friendly Financial Virtues was as well as giving me lots of valuable information about myself and how I approach financial decisions.”

Renee, 31
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Why Atlas Point?

The Atlas Point Difference

Behavioral Science Applied

Character Science based report that highlights decision making styles and communication preferences.

Hyper-Personalized

Four investor profiles (Bulls™) and 19,000 report variations to address each client’s fears, needs, strengths, and stress behaviors.

Actionable Insights

Clear identification of behavioral biases and an action plan for guiding the conversation.

Complementary

Tools that blend seamlessly with existing strategies for a comprehensive overall approach.

Better Financial Conversations Start Here

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