Coaching That
Gets Results

Customized guidance that helps Advisors grow, run, and protect their business, using easy to implement strategies.

Prepare your business for the future

GET IN TOUCH
CREATE MOMENTUM. ACCELERATE GROWTH.

Coaching & consulting focused on results, not activity

Atlas Point brings personal coaching and consulting methods typically reserved for Fortune 500 enterprises and makes them accessible to individual Financial Advisors.  Our scalable tools position your practice for ongoing growth – all while being practical and easy to apply.

Our proven strategies help Advisors reach their your goals.  We are driven by your results and return on investment, not activity.

Results

Close more prospects, faster

Better, more meaningful connections

Drive steady practice growth

Coaching & Consulting Pricing

Atlas Point coaching and consulting focuses on the activities that matter most when you are trying to grow a practice and run it efficiently.  Our tools and processes provide Advisors, teams, and enterprises with the objectivity and accountability needed to create more personal and personalized relationships.

Basic

$0
per month
Included with any Atlas Point subscription
Quick reference guides
Personal Response Plan templates for meeting prep
Basic support with Financial Virtues survey
Group calls
Personal coaching calls (2x/month)
Personalized coaching and Atlas Point tools to use across your client lifecycle
Financial Virtues

Guide

$500
per month
Guided coaching for the Advisor looking to grow their practice
Quick Reference Guides
Personal Response Plan templates for meeting prep
Basic support with Financial Virtues survey
Group calls
Personal coaching calls (2x/month)
Personalized coaching and Atlas Point tools to use across your client lifecycle
Contact

Custom*

Contact
Available upon request
Special Interest Topics (*Atlas Point may engage 3rd parties)
Lunch & learn for your practice
Discovering your niche
Faciliated sessions
Executive coaching & accountability
Contact
HOW IT WORKS

Getting Started is Easy

1

Schedule Your Free Consultation

Complete a quick survey and we’ll listen to the unique challenges and opportunities you have in building your ideal practice.

2

We’ll Build a Plan
Together

We’ll create a plan for your business that works for you and helps your team reach your goals.

3

Prepare for the
Future

You’ll have the right growth plan and tools you need to prepare your practice for the future and be a leader in your industry.

GET STARTED

Get started
with Atlas Point

GET IN TOUCH