Atlas Point supports financial advisors with behavioral finance-based solutions that identify each client’s key biases and decision-making tendencies.
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.
Schedule a demo with a member of our team at a time that works for you.
We’ll meet virtually to discuss which services and tools can accelerate your business.
After the call, you can consider your options and choose a package that meets your needs.
You’ll be able to access the tools immediately, ensuring that you can get started right away.
