Atlas Point leverages technology and behavioral finance insights to help financial advisors refine and grow client relationships.
The Atlas Point System includes three unique tools that help Advisors to efficiently assess and understand a client’s approach to money management. We offer Financial Virtues, a 5-minute survey tool, Behavioral Conversations, an in-depth CE training, and Sales Agility, an on-demand coaching series that incorporates exercises led by subject matter experts. Used together or independently, our turnkey system provides a scalable solution and a strong foundation for ongoing growth.
Wondering how? One advisor leveraged Financial Virtues to close on a new $1.8MM account in a single meeting. Others have used our coaching strategies to extend relationships through extended families, making way for asset consolidation and increased opportunities for network expansion.
Schedule a demo with a member of our team at a time that works for you.
We’ll meet virtually to discuss which services and tools can accelerate your business.
After the call, you can consider your options and choose a package that meets your needs.
You’ll be able to access the tools immediately, ensuring that you can get started right away.
