On-demand recordings of our past webinars hosted by Atlas Point thought leaders.


Conversation is Key During Market Volility

August 25th, 2022

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.

Discussion topics include:

  • Exclusive new market updates from leading economists in Washington, D.C.
  • Why behavioral conversations with clients are important, especially during a turbulent market
  • Insights and surveys you may implement immediately with clients leading to better financial decisions and outcomes
  • 3 things you can do to combat clients’ emotional decision-making

Conversation is Key: Evolving Your Client Experience

September 27th, 2022

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.

Discussion topics include:

  • How Atlas Point provides Advisors with an X-ray vision into their clients’ emotions
  • Ways to tailor outreach to your clients and prospects efficiently, and effectively with behavioral insights
  • How to use behavioral insights to gain ongoing to deeper client conversations
  • What the ‘quiet partner’ is thinking, and what you should do