For Financial Professionals

Atlas Point™ Coaching

Jump start your enterprise coaching program with industry experts and experienced coaches. Our experts connect with your Financial Professionals, align with their unique business needs to support growth that is sustainable for the future.

Your Growth Metrics

Uncover your strengths, opportunities and a path to growth.

Personalized Coaching

Accountable, objective, and results driven.

BAC Certification for Coaches

BeFi Agile Coach Certification to elevate your approach.

Free Consultation

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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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What you get

Take control of your business with personalized accountability, objective feedback and results-driven actions.

Your Growth Metrics

Business Insights & Actions

Accelerate growth and efficiency for your business using Atlas Point's business metrics scenario analyzer.

Key Performance Metrics

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

Personalized Coaching

Flexible coaching options

Access a network of professional coaches who will support you through current state and future state planning for your business.

Self-Coaching

Access to 200+ templates and a journey tailored for you

Group Coaching

Join like-minded peers for group calls for FPs, CAs, and Teams

1:1 Coaching

Focused monthly coaching depending on your needs

BAC Certification for Coaches

Coaching for Coaches

Let's work together to access your coaching, learning, and FP recruiting needs to create a program that includes the components your firm needs to grow.

Recommendations Engine

Customized plans by enterprise, learning journey, and business metric opportunities

Dynamic Coaching Dashboards

Visualize your FP Learning in one place

Coach Certification

Comprehensive 6-month BeFi Agile Coach (BAC™ ) Program

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

Personalized coaching with an on-demand library tailored uniquely for you and your business.

$589

/mo per business

Free Consultation

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 200+ 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.

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Your intuitive, guided, and supportive growth solution.

Accelerate your Growth!

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