For Financial Professionals
Atlas Point® Coaching
Accelerate and differentiate your business with our experienced industry coaches who will align with your unique needs to support sustainable growth.
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Personalized Business Plan
Interactive, strategic plan and polished report
Growth Metrics Report
Actionable, objective, with insightful benchmarking
Customized Coaching
Support and accountability to execute your plan
Wendell
Financial Professional
"Calm, focused, no-nonsense, yet compassionate. Atlas Point coaching is resourceful, in tune with what our clients expect, and gets right to the task in a friendly and conversational way. We love working with Atlas Point!"
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Features
What you get
Take control of your business with personalized accountability, objective feedback, and results-driven actions.
Personalized Business Plan
Your Difference
First in class business planning system for Financial Professionals. Interactive, strategic plan and polished report.
Marketing
Clarity around your personalized vision & values, driving key assets to accelerate your marketing strategy
Business Management
Strategy with comprehensive tools for execution
Polished and Packaged Report
Boost your valuation whether you're growing, running, or transitioning your business
Growth Metrics Report
Business Insights & Actions
Accelerate growth and efficiency for your business using Atlas Point's business metrics scenario analyzer.
Benchmarking
Understand common key industry metrics and where you stand
Next Actions
Personalized recommendations to growth and support KPMs
Scenario Planner
Create scenarios to visualize future business
Customized Coaching
Flexible Coaching Options
Access experienced industry coaches who will support you through current state and future state planning and execution.
Self-Coaching
Access to 300+ templates and a journey tailored for you
Team Coaching
Execute on a focused engagement with your team
1:1 Coaching
Focused monthly coaching depending on your needs
Considering a transition?
Boost your valuation with a personalized business plan and growth metrics report.
Agile Advisor Coaches
Atlas Point aligns the right coach for your needs based on your personalized business profile and metrics analysis. Every FP is unique as their thumb print.
pricing
Get Started Now
Schedule a consult to tell us a bit about your business and then we will explore possibilities that work for you and your team.
Atlas Point Edge™ + Coaching
$599/mo per business*
All Atlas Point Edge Features
Current state / future state analysis with recommendations specific for your business
Annual business planning accountability focus
Shared coach and coachee mobile program with access to 35 learning modules and 300+ implementation resources
First 2 months of weekly calls, then two 1-hour video sessions/month with BeFi Agile Coach™
Exclusive invites to peer events and advanced learning opportunities
*One-on-one coaching engagements include a one-time registration fee of $999. Coaching engagements continue at the stated monthly rate if you continue with Atlas Point coaching after the engagement term.
Edge Premier + Strategy
$15k one time fee
Strategic Practice Review report
Five-session delivery: WS1 through WS5
12 Strategic Themes and Diagnostic Framework
Champion model and governance installation
AI-enabled workflow: Claude and Otter
Keep Exploring
Your intuitive, guided, and supportive growth solution.
Accelerate Your Growth!
