The Atlas Point Pulse Checks are designed to be quick 2-3 question check-ins with clients and prospects to showcase your focus on behavioral coaching.  Advisors use the pulse checks for lead generation and targeted engagement with current clients.  For Beacon and Navigator clients, we can configure a shareable link for each pulse check that is connected to the same email address used for Financial Virtues.  Contact us to get yours today.

FOMO
FEAR OF MISSING OUT

Are you curious whether the fear of missing out (FOMO) is driving uninformed, irrational behavior?  The Fear of Missing Out quiz will help identify how much FOMO may factor into financial decisions.

Loss Aversion
LOSS AVERSION

Loss aversion can lead people to avoid investments with the potential for small losses even when large gains are possible or can induce premature asset sales after relatively small declines from original purchase prices.

Money Illusion
MONEY ILLUSION

Money illusion, also called numeracy bias, results from people focusing on changes in numeric values rather that real values.


Ambiguity Aversion
AMBIGUITY AVERSION

Ambiguity aversion is a tendency for people avoid choices with ambiguous outcomes or incomplete information, even when the less ambiguous choice is unappealing.

Exponential Growth
EXPONENTIAL GROWTH BIAS
Exponential growth bias is a common tendency to under- or overestimate long-term investment growth from compounding returns.