Proven Solutions for Home Office Leaders

Our outcome-driven tools provide insights and strategies that lay the foundation for personalized advising and long term financial growth.

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The Problem

Financial Conversations Are
More Challenging Today

Home office leaders say:

“Articulating to the field and to clients differentiated value for full-service advice is growing harder.”

“Getting Advisors to change behavior and adopt new strategies is difficult.”

“Attracting the next generation and engaging female investors requires a more personal and personalized approach.”

Advisors say:

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

Investors say:

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My advisor does not understand my communication preferences.

Advisors say:

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

Investors say:

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Financial discussions feel scary and stressful.

Advisors say:

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I don’t have the time to apply behavioral finance theory with every client.

Investors say:

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My parent’s advisor doesn’t know me.
Our Solution

Scalable, client-ready tools that help
financial advisors have more personal and
personalized financial conversations.

Helping clients change behavior
Including the next generation
Tools that drive real results (ROI)
Engaging the entire household

How it Works

1

Comprehensive Behavioral Finance Reports

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

2

Organizational wide view

Aggregated view of Advisor and Client personas and behaviors.

3

Support & Guidance

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

Results

Better Conversations, Better Outcomes

Consolidate and retain more assets

Boost FA EQ

Accelerate and improve teaming

Video

Personalize the Advising Experience

Differentiate your practice with a nuanced approach that considers the way that each investor thinks and feels about their money.

Try the Financial Virtues Survey

Take the Survey
Hear it from Clients

“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

“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

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

Burl, 59

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

Ken, 73
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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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