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Resources

Supplementary guides and tools that unpack behavioral finance concepts and support
adoption of the Financial Virtues advising model.

Webinars
Whitepapers
Tools
Social
September 27th, 2022

Conversation is Key: Evolving Your Client Experience

Revisit the discussion with Carrie Nelson, CEO and Founder of Atlas Point, on how to differentiate your value proposition by understanding what is going on INSIDE your clients. Leave this discussion with a plan you can implement easily and immediately –accelerating relationships with your prospects and clients.

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August 25th, 2022

Conversation is Key During Market Volatility

Revisit the discussion with Dr. Lamar Pierce, Chief Behavioral Strategist of Atlas Point, on applying behavioral finance to your client conversations during a volatile market along with exclusive new market insights.

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Whitepapers

Conversation is Key

Macro-economic trends point toward a market correction, and the time to start preparing for these financial conversations is now.

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Sweet Spots and Blind Spots

A new road to translate behavioral finance into a financial advisor’s personalized practice.

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Hyper-Personalizing Today’s Wealth Management Experience

Create hyper-personalized experiences and client interactions based on how you communicate and deliver solutions.

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The Past, Present & Future of Wealth Management

Wealth management has evolved from a product focus to a focus on value. How are you adapting to the future of the industry?

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Adapt & Connect

Strategies to create deeper client connections and apply behavioral finance when face to face meetings are not an option.

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Tools

Pulse Checks

Quick quiz highlighting common behavioral biases. We can tailor a version of this survey for use on your website as a lead generation tool.

Give it a try