Engaging Keynotes

Dynamic keynotes (CE credit available) about emotional value and why it is important, behavioral conversations, and identifying blind spots and sweet spots in the Advisor-Client relationship.

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Relevant content for the future of wealth management

You are looking for ways to inspire your field and equip your people with information they need as your business evolves. Finding relevant speakers with practical, high quality content is hard to find.

At Atlas Point, we’ve been communicating to audiences of all sizes for over 15 years delivering dynamic content that helps experienced Financial Professionals accelerate growth.

CONVERSATION IS KEY

Know how your clients think before market conditions get rocky

Macro-economic trends point toward a market correction, and the time to start preparing for these financial conversations is now. Lamar Pierce, PhD explores the economic landscape and how interconnected these factors are with our global economy.

With so many moving parts, what can advisors do now to prepare for the certainty of uncertainty? Understanding the behaviors likely to occur during market volatility is a critical component to helping your clients stay disciplined through rocky market conditions.

Eligible for 1 CE credit with the CFP Board® and Investments & Wealth Institute.

CFP BoardIWI

 

About the speaker

Dr. Lamar Pierce

Dr. Lamar Pierce is an economist and behavioral scientist focused on improving productivity and sales performance through experimentation and data analytics.

Lamar is Professor of Organization & Strategy at Washington University in St Louis, and was previously on the faculty at University of Texas and Carnegie Mellon University and a Non-Resident Senior Fellow at the Brookings Institution. He has published over forty peer-reviewed papers in economics, psychology, and management. His industry positions include operations management at Boeing, VP of Business Services at Wellspring, and Scientific Advisor at CivicScience and Maritz. Lamar holds a PhD from the Haas School of Business at the University of California at Berkeley as well as economics and music degrees from the University of Puget Sound.

At Atlas Point, Lamar’s focus is on enabling Financial Advisor expertise through principles of behavioral economics and psychology.

Lamar lives in St Louis with his family and enjoys hiking, piano, and playing Minecraft with his son.

“My Financial Virtues profile revealed my need to more frequently update data and evaluations on existing financial investments, as well as to better hedge risk on uncertain investments with large downsides.”

Client Experience

Why behavioral conversations are important

With the wealth management industry changing, it makes sense that your approach to serving your clients changes too.

In this presentation, Carrie walks through the shift in client expectations and how wealth management is evolving. Human interaction is needed in the future of wealth management, and Advisors need the right tools and insights to create more personalized experiences for their clients.

Atlas Point is providing the missing link to move from a transactional relationship to an advisory relationship, driving real results.

Eligible for 1 CE credit with the CFP Board® and Investments & Wealth Institute.

CFP BoardIWI

 

About the speaker

Carrie Nelson

carrie.nelson@theatlaspoint.com

Carrie Nelson is a corporate executive-turned-entrepreneur who is passionate about helping Financial Advisors and investors have better, more empathetic financial conversations. Carrie brings over 20 years of experience to Atlas Point, including significant practical knowledge in consulting, business development and entrepreneurship. She gained much of her expertise in her roles as a data strategy leader at Experian, a Principal at EY and the head of Firm Strategy at Edward Jones.

Through her wealth management consulting experience, Carrie identified an opportunity to connect character science and behavioral finance in a way that allows investors to express how they think and feel about money. This powerful combination leads to more personal and personalized financial conversations and has become a core principle of Atlas Point’s products and strategy.

Carrie was a student-athlete at the University of North Carolina at Chapel Hill and earned her degree in business administration through UNC’s Kenan-Flagler School of Business. She currently serves as the Finance Committee Chair for the Concordance Academy of Leadership’s Board of Directors.

Carrie lives in Charlotte with her husband and daughter and enjoys boating, hiking, and exploring new places with her family.

“My Financial Virtues profile highlighted for me a moment when my familiarity bias and anchoring bias was holding me back from letting go of a financial investment that was no longer serving me. The awareness allowed me to make a more rational financial decision and achieve a greater return.”