Better Conversations.
Better Outcomes.

Upgrade today and get even more resources to support more personal and personalized conversations.

What's included with the Beacon and Navigator packages?

More financial virtues™ surveys

The Beacon and Navigator packages include more surveys - 120 or 360 surveys a year respectively. Engage more clients and prospects in personal and personalized conversations and gain more insights into decision making styles and blind spots across your entire book.

self-directed coaching platform

Agile-Advisor-topic_small

The Atlas Point 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.  Every topic includes worksheets and exercises as well as suggested implementation steps to help you implement changes that stick in your business.

financial pulse checks

These bite-sized surveys provide a way to check in with current clients on specific blind spots that impact financial decision making. Some Advisors use the pulse checks as lead generation tools as well. Each survey is configured to email the respondent a quick report explaining the results and emails you details of the response for potential follow-up.

We have so many different financial tools available to us, but none of them guide us on our clients' emotions like Atlas Point does.
Mary Neary
Registered Sales Associate

The Beacon and Navigator Difference

ATLAS

$ 329 annually
  • License for one (1) Advisor
  • 10 Financial Virtues surveys / year
  • Behavioral Conversations Training (3 hours of CE)
  • Insights dashboard
  • 30-minute Advisor onboarding call
  • Self-directed coaching platform and tailored learning journeys
  • Financial Pulse Check surveys
  • Access to ready-to-present seminar packs
  • 45-minute coaching consultation
  • (Optional) Use practice name on Financial Virtues reports

BEACON

$ 999 annually
  • License for one (1) Advisor
  • 120 Financial Virtues surveys / year
  • Behavioral Conversations Training (3 hours of CE)
  • Insights dashboard
  • 30-minute Advisor onboarding call
  • Self-directed coaching platform and tailored learning journeys
  • Financial Pulse Check surveys
  • Access to ready-to-present seminar packs
  • 45-minute coaching consultation
  • (Optional) Use practice name on Financial Virtues reports

NAVIGATOR

$ 1,799 annually
  • License for three (3) Advisors
  • 360 Financial Virtues surveys / year
  • Behavioral Conversations Training (3 hours of CE)
  • Insights dashboard
  • 30-minute Advisor onboarding call
  • Self-directed coaching platform and tailored learning journeys
  • Financial Pulse Check surveys
  • Access to ready-to-present seminar packs
  • 45-minute coaching consultation
  • (Optional) Use practice name on Financial Virtues reports