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Financial conversations shouldn’t be confusing, intimidating, or overwhelming.
Our signature science-backed survey uncovers the money behavior of clients and prospects in just five minutes—revealing communication preferences, blind spots, financial fears, and decision-making styles to make meetings more efficient and effective.
Financial Virtues® provides a personalized report that boosts confidence and opens the conversation within households.
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Because decision making lies at the center of many financial decisions, this product is a natural fit with Atlas Point’s mission to enable Financial Professionals with personalized behavioral financial insights to improve their client’s financial journey.
See HowEngage the quiet one or the next generation using Financial Virtues® and the household map to see how each person in the household thinks and feels about their money differently.
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