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Spotlight Series
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Atlas Point Spotlight Calls

Connect with the Atlas Point community by joining our Spotlight Calls to learn how other financial professionals are successfully using Atlas Point for their businesses. During the discussion, you’ll have the opportunity to:

  • Meet and engage with other Atlas Point users to discuss timely topics
  • Have your questions answered by the Atlas Point team and top platform users
  • Learn about new and upcoming resources and get unique ideas on how you can successfully use Atlas Point for your business

Spotlight Calls are held one Wednesday each quarter at 4pm ET/3pm CT for 45 minutes.  Can’t make a call? No problem!  All calls will be recorded and shared below for on-demand access.

Next Spotlight Call
Uncertainty MindsetTM - March 17, 2024
BeFi Spotlight Recordings
Book Valuations to Benefit Succession Planning
November 15, 2023
Book Valuations to Benefit Succession Planning
Engaging the Next Generation of Clients
October 18, 2023
Engaging the Next Generation of Clients
Business Planning
September 27, 2023
Business Planning
Leveraging Pulse Checks
August 16, 2023
Leveraging Pulse Checks
Engaging the Entire Household in the Conversation
July 19, 2023
Engaging the Entire Household in the Conversation
Complementing Your Existing Workflows
May 17, 2023
Complementing Your Existing Workflows
Gifts of Value
April 19, 2023
Gifts of Value
Client Education & Seminars
March 15, 2023
Client Education & Seminars
Behavioral Blindspots
February 15, 2023
Behavioral Blindspots
Clarity and Goal Setting
January 18, 2023
Clarity and Goal Setting
Business Management Spotlight Recordings
Book Valuations to Benefit Succession Planning
November 15, 2023
Book Valuations to Benefit Succession Planning
Business Planning
September 27, 2023
Business Planning
Gifts of Value
April 19, 2023
Gifts of Value
Clarity and Goal Setting
January 18, 2023
Clarity and Goal Setting