Our Services

What’s in the system

1

Financial Virtues Survey

Behavioral finance survey tool that helps Advisors personalize interactions and better understand each client’s unique needs and preferences.

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2

Behavioral Conversations Training

In-depth CE training that guides Advisors towards comprehensive behavioral conversations with actionable tips and data-driven strategies.

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3

Atlas Point Sales Agility System

The AP Sales Agility® system brings personal coaching and consulting methods typically reserved for Fortune 500 enterprises and makes them accessible to individual Advisors. Our scalable tools position your practice for ongoing growth – all while being practical and easy to apply.

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Financial Virtues

Behavioral finance survey tool that helps Advisors personalize interactions and better understand each client’s unique needs and preferences.

Learn More

Behavioral Conversations Training

In-depth CE training that guides Advisors towards comprehensive behavioral conversations with actionable tips and data-driven strategies.

Learn More

Atlas Point Sales Agility System

The AP Sales Agility® system brings personal coaching and consulting methods typically reserved for Fortune 500 enterprises and makes them accessible to individual Advisors. Our scalable tools position your practice for ongoing growth – all while being practical and easy to apply.

Learn More

Speaking

Dynamic keynotes about behavioral finance theory and the evolving future of wealth management.

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