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Atlas Point Group Calls

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.

FOR FINANCIAL PROFESSIONALS

Behavioral Conversations
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.

Agenda

Week 1
Why Behavioral Conversations are important

Behavioral Conversations Workbook
Watch: Case Study Video

Week 2
Using the Bulls with common client interactions

Your Personal Financial Virtues Report
Bias Descriptions

Week 3
Teeing-up behavioral conversations with clients and prospects

Week 4
Conducting behavioral conversations

Week 5
Bringing it all together and integrating behavioral conversations in your practice

From your Dashboard, access Courses and complete the "Behavioral Conversations Final Quiz" to obtain your CE.

Cohort Schedule
For FInancial Professionals
2024 Behavioral Conversations #7
January 30
February 6, 20, 27
March 5
For FInancial Professionals
2024 Behavioral Conversations #8
April 16, 23, 30
May 14, 21
For FInancial Professionals
2024 Behavioral Conversations #9
September 10, 17
October 1, 8, 15
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FOR CLIENT SUPPORT ROLES
Client Interactions
Join a live cohort and get to know the four Bull Personas and how to apply Financial Virtues in everyday client interactions.  Come away with more confidence in what the Bulls mean and include the survey with common client and prospect interactions. The class includes two 30-minute sessions delivered via Zoom.  Cohorts are limited to 10-15 Clients.

Topic
Materials
Week 1
Getting to Know the Four Bull Personas
Week 2
Using the Bulls with Common Interactions

Cohort Schedule
For Client Supprot Roles
2023 Client Interactions Cohort #4
October 26
November 2
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