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Attract new clients and accelerate relationships with actionable insights.

Atlas Point supports financial advisors with behavioral finance-based solutions that identify each client’s key biases and decision-making tendencies.

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Differentiate Your Practice With the Atlas Point System

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 attract new clients and build a foundation for future success.

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 five minute survey delivers dozens of actionable insights specific to an individual client.


What You'll Learn

How Financial Virtues Helps New Advisors

  • Holistic approach to advising that appeals to a diverse group of leads
  • Customized action plans based on comprehensive client reports
  • 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