Personalized Coaching

Jump start your enterprise coaching program with industry experts and experienced coaches.  Our experts connect with your Financial Professionals, align with their unique business needs to support growth that is stronger and sustainable for the future.

Request a Complimentary 30-minute Consultation

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Take control of your business

Accountable, objective, results-driven

Common Firm Challenges

Our coaching content is all over the organization

We don't have anough coaches to service all of our FPs

Our recruiting program needs a practice management solution

Organic growth is a firm priority

Our internal coaches need training or certifications

Professional Coaches

Bill Brickey
RCC™️
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Carolyn B. Jones
RCC™️
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Jermal L. Seward II
Esq. RCCTM
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Chelsea Scomak
CFP®
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Lucila Williams
CFP®
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Getting Started is Easy

1
Schedule a Consult

Request your complimentary 30-minute consultation

2
Answer a Few Questions

Tell us about your business to jump-start and personalize the conversation

3
Explore the Possibilities

Be open and explore practical solutions for your business

schedule a consult

Atlas Point Coaching

agile advisor pro

$595

month*

Agile Advisor Pro is a comprehensive coaching experience for those seeking to improve their business.
Learning journeys centered on growth, running the buisness, succession, and firm transitions
Current state / Future state analysis
Core topics include Emotions & Money, Strategy, Marketing, Client Service, Discovery, Efficiency, and Teaming
First 2 months of weekly calls, then two 1-hour video sessions/month with BeFi Coach
Focused path of key deliverables each meeting
Unlimited email support to review and comment on action items
Access to 35 learning modules and 200+ implementation resources
Annual business planning accountability focus
Exclusive invites to peer events and advanced learning opportunities
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*One-on-one coaching engagements include an initial registration fee of $1,500 for 12 months and $999 for 6 months. Coaching engagements continue at the stated monthly rate if you continue with Atlas Point coaching after the engagement term.

Atlas Point Group Learning cohorts offer options to learn with a group of like-minded peers.

Group Learning

Stop Struggling and Get Started

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