Personalize client conversations

In-depth training that prepares Financial Professionals for deeper behavioral conversations with clients.

GET IN TOUCH

Create momentum. Accelerate your growth.

Register Today
BEHAVIORAL CONVERSATIONS

Atlas Point Training for Advisors and Home Office Leaders

HOME OFFICE: Scalable and relevant training program for your Financial Advisors and Practice Management team(s)
ADVISORS: Online, on-demand training for more efficient and personalized client conversations
Available Courses

Behavioral Conversations for Financial Professionals

$399

Learn how to tee up, conduct, and integrate behavioral conversations seamlessly into your practice.

REGISTER NOW

The CFP Board® and Investments & Wealth Institute® have accepted this program for 3 hours of CE credit towards the CFP®, CIMA®, CPWA®, CIMC®, and RMA® certifications.

Results

Prospect Efficiently

Develop Your Team

Articulate Your Value

Here’s what you get with the Behavioral Conversations training

Participants in all courses receive:

  • One Financial Virtues Assessment ($39 value)
  • Behavioral Conversations workbook
  • Quick reference guides
  • Practical and personalized strategies to integrate behavioral conversations into your practice

Get Started with the
training today

REGISTER NOW