Our Services

Scalable, client-ready tools that help Advisors have more personal and personalized conversations

Our Solution
Help clients change behavior
Include the next generation
Tools that drive real results and ROI
Engage the entire household

Better Client Relationship & Advisor Growth Tools

Client-ready Behavioral Assessment

Financial Virtues™ is a behavioral finance survey tool that helps Advisors personalize interactions and better understand each client’s unique needs and preferences.

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Behavioral Conversations Training

In-depth CE training to support teeing-up and conducting comprehensive behavioral conversations with actionable tips and data-driven strategies.

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Self-directed Coaching

The AP Sales Agility® system brings personal coaching and consulting methods typically reserved for Fortune 500 enterprises.

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Engaging Keynotes

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

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How it Works

1

Personalized Reports

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

2

Tailored Communications

Aggregated view of Advisor and Client personas and behaviors.

3

Support & Guidance

Supplementary resources, training, and self-directed coaching to help Advisors conduct more personalized behavioral conversations and integrate the solution within their practice.

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Results

Better conversations, better outcomes

Consolidate and retain more assets

Better, more meaningful conversations

Close more prospects, faster

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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.

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Personalize the Advising Experience

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

Better Financial Conversations Start Here

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