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Strategy

Strategy

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Marketing

Marketing

  • What is Marketing?
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  • 90 Second Exercise
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Client Service

Client Service

  • Active-Constructive Listening
  • Client Profiles
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Discovery

Discovery

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  • New Client Process
  • Build Advocates
  • Detailed Discovery
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Efficiency

Efficiency

  • Activity Management
  • Team Meetings and Communication
  • Electronic File Organization
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Teaming

Teaming

  • Effective Teaming
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Financial Virtues

Financial Virtues

  • Intro to Financial Well-being
  • Applying PERMA to Financial Planning
  • Personal Response Plan
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ABOUT ATLAS POINT

With a proven ROI and behavioral science-backed insights, our tools enrich your relationships and position your practice for ongoing growth – all while integrating smoothly with your existing tech stack.

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