Archives: Courses

Atlas Point Sales Agility Training

Welcome to the Atlas Point Sales Agility Training The Atlas Point Sales Agility Training 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. Click on …

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Behavioral Conversations for Financial Professionals

Welcome to Behavioral Conversations for Financial Professionals!  You have started your journey to grow and differentiate your practice with a tool that makes applying behavioral finance easy and opens the door for better, more meaningful financial conversations.  Approximate time: 3 hours Learning Objectives: Understand how the Wealth Management industry is changing & why behavioral conversations …

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