Personalized Coaching

Atlas Point coaching helps you and your business create sustained excellence.

Request a Complimentary 30-minute Consultation

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Take control of your business

Your hard work and perseverance have gotten you this far. What’s next for your business, your team and your life? Hiring a personal business coach leverages your time and resources, giving you a competitive edge. Atlas Point offers experts who will listen to your story and work with you to make your business better, stronger and sustainable for the future.

Accountable. Objective. Results-driven.
We understand your business

Common Challenges
Advisors Face

Lack of control over day-to-day practice operations

Unclear how best to
segment clients

Concern that clients do not understand your value

Integrating behavioral conversations into your business

Attracting new relationships and growing with momentum

What to Expect

Working with Atlas Point

Successful coaching is about changing behavior. Are you open to change? This is your business, your practice and your future.  Leverage the experts at Atlas Point to accelerate your edge.

  • Regular teleconference sessions are scheduled on the calendar (preferably by video)
  • Prior to each meeting, you will receive your Coaching Focus outline with clear instructions on how to prepare for the session, and any required deliverables
  • Each session is focused on your situation, determining solutions and clear next steps
  • It’s about action – not just talking

 

Getting Started is Easy

1

Schedule a Consult

Request your complimentary 30-minute consultation

2

Answer a Few Questions

Tell us about your business to jump-start and personalize the conversation

3

Explore the Possibilities

Be open and explore practical solutions for your business

Schedule a Consult
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Why Atlas Point?

Benefits of Atlas Point Coaching

Accountability Partner

Accountability to execute on desired change

Objective Feedback

Access to industry expertise providing objective perspective and feedback

Behavioral Science Applied

Applying the lens of behavioral science to your business

Resources

Templates, scripts, and tools to implement change

Outcomes

Personal, behavior-based coaching focused on outcomes

Atlas Point Coaching

Agile Advisor Online

$99
month
Full access to the Atlas Point platform, including on-demand learning and specialized training videos
Core topics include Strategy, Marketing, Client Service, Discovery, Efficiency, Teaming, and Financial Virtues
35 Learning Modules and 100+ implementation templates
Learning Journeys centered on Growth, Running the Business, Succession, and Behavioral Conversations
Monthly Spotlight calls with the Atlas Point peer community
GET STARTED

Focused Agile Advisor

$735
month*
The Focused Agile Advisor is a 6-month commitment with a dedicated mentor to help you optimize your practice.
All Agile Advisor Online benefits, plus:
Two 1-hour, live-video sessions per month with your designated coach
Best practice strategies and accountability
Focused path of key deliverables each meeting
Unlimited email support to review and comment on action items
Entire team is encouraged to participate
GET STARTED

Agile Advisor Pro

$585
month*
Agile Advisor Pro is a 12-month commitment for those seeking a comprehensive coaching experience.
All Agile Advisor Online benefits, plus:
Current state / Future state analysis
Two 1-hour, live-video sessions per month with your designated coach
Best practice strategies and accountability
Focused path of key deliverables each meeting
Unlimited email support to review and comment on action items
Annual business planning accountability focus
Entire team is encouraged to participate
GET STARTED

*One-on-one coaching engagements include an initial registration fee of $1,500 for 12 months and $990 for 6 months. Coaching engagements continue at the stated monthly rate if you continue with Atlas Point coaching after the engagement term.

Atlas Point Group Learning cohorts offer options to learn with a group of like-minded peers.

GROUP LEARNING

Stop Struggling and Get Started

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