Atlas Point offers live small-group learning opportunities for Financial Professionals and their teams with a wide range of experience. Our classes are designed to balance learning new concepts and facilitated peer exchanges. Cohorts are limited to 10-15 Financial Professionals on a first come first serve basis.
Join a live cohort and do a deep dive on Behavioral Conversations training with peers (worth 3 hours of CE credit) and come away more confident with behavioral conversations. The class includes five 45-minute modules delivered via Zoom. Each Beacon package includes one cohort registration at no charge within the first 6 months of joining the Atlas Point platform. After 6 months, cohort registration is $599 per participant. Cohorts are limited to 10-15 Financial Professionals on a first-come first-served basis.
Why Behavioral Conversations are important
Behavioral Conversations Workbook
Watch: Case Study Video
Using the Bulls with common client interactions
Your Personal Financial Virtues Report
Teeing-up behavioral conversations with clients and prospects
Conducting behavioral conversations
Bringing it all together and integrating behavioral conversations in your practice