Agile Advisor

A platform to help you create a sustainable business you control.

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Welcome to the Atlas Point self-directed coaching platform!

The Atlas Point self-directed coaching platform brings coaching and consulting resources typically reserved for Fortune 500 enterprises and makes them accessible to individual Advisors and their teams. Our scalable tools position your business for ongoing growth – all while being practical and easy to apply.

Choose a subject or select a curated learning journey that best fits your needs.  

Choose your TOPIC

STRATEGY

Bring innovation and efficient execution to your practice using proven methods.

MARKETING

Create your unique brand identity with renewed focus to grow your business.

CLIENT SERVICE

Serve your clients they way the want to be served - uniquely.

DISCOVERY

Reimagine (or refine) your client discovery process by stepping outside
of your comfort zone.

EFFICIENCY

Gain control of your business and your day with effective workflow strategies.

TEAMING

Expand your offering with a high-performing team creating a path for succession.

FINANCIAL VIRTUES™

Conduct more personal and
personalized conversations.

select your learning journey

GROW

The GROW journey takes you through the science backed AP Sales Agility Training® designed to grow your business with greater momentum.

RUN

COMING SOON



Succession

COMING SOON



BEHAVIORAL CONVERSATIONS

The BEHAVIORAL CONVERSATIONS journey is designed to help you conduct behavioral conversations with greater confidence.