Conversation is Key
Macro-economic trends point toward a market correction, and the time to start preparing for these financial conversations is now.
Supplementary guides and tools that unpack behavioral finance concepts and support
adoption of the Financial Virtues advising model.
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.WATCH
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.WATCH