Pricing

Our signature system generates actionable and personalized results with behavioral finance insights applied throughout the client lifecycle. And with a proven ROI, our system quickly builds on existing strategies towards the ultimate goal – more meaningful client relationships and steady practice growth.

Atlas

$29
month (billed annually)
Create momentum with the AP Sales Agility system
30+ topics to efficiently grow your practice
Customizable worksheets and relevant content (updated quarterly)
Monthly insights newsletter
Personalized Financial Virtues survey link
Financial Virtues surveys for clients
Client and Advisor reports with each completed survey
Behavioral Conversations Training
Respondent reporting
Quarterly forum call
(Optional) Use practice name on Financial Virtues reports
Custom onboarding session
Priority support
SIGN UP

Beacon

$79
month (billed annually)
Our most popular package includes 120 Financial Virtues surveys per year
30+ topics to efficiently grow your practice
Customizable worksheets and relevant content (updated quarterly)
Monthly insights newsletter
Personalized Financial Virtues survey link
120 surveys per year (~10/month)
Client and Advisor reports with each completed survey
Behavioral Conversations Training (3 hours of CE for one team member)
Quarterly forum call
Interactive dashboard
(Optional) Use practice name on Financial Virtues reports
Custom onboarding session
Priority support
SIGN UP

Navigator

$139
month (billed annually)
More Financial Virtues surveys and Advisor training for growing practices
30+ topics to efficiently grow your practice
Customizable worksheets and relevant content (updated quarterly)
Monthly insights newsletter
Personalized Financial Virtues survey link
360 surveys per year (~30/month)
Client and Advisor reports with each completed survey
Behavioral Conversations Training (3 hours of CE for three team members)
Quarterly forum call
Respondent reporting
(Optional) Use practice name on Financial Virtues reports
Custom onboarding session
Priority support
SIGN UP

Additional Options

Financial Virtues Starter Pack

Get your Financial Virtues link and try the survey yourself. Use the other surveys with colleagues and a couple of clients you know well.

$39 for five (5) surveys.

GET YOUR LINK

Behavioral Conversations for Financial Professionals

Online, on-demand training to help you tee up, conduct, and integrate behavioral conversations seamlessly into your practice.

$399

REGISTER TODAY

Coaching 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 Advisors.  Our scalable tools position your practice for ongoing growth – all while being practical and easy to apply.

$500-$800/ month depending on your needs.

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