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Resources

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

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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