For Financial Professionals
Atlas Point® Coaching
Jump start your enterprise coaching program with experienced industry coaches. Our experts align with your unique business needs to support growth that is sustainable for the future.
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Personalized Business Plan
Interactive, strategic plan and polished report
Growth Metrics Report
Actionable, objective, and results driven
Customized Coaching
Support and accountability to execute your goals
Wendell
Financial Professional
"Calm, focused, no-nonsense, yet compassionate. Atlas Point coaching is resourceful, in tune with what our clients expect, and gets right to the task in a friendly and conversational way. We love working with Atlas Point!"
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Features
What you get
Take control of your business with personalized accountability, objective feedback, and results-driven actions.
Personalized Business Plan
Business Insights & Actions
Accelerate growth and efficiency for your business using Atlas Point's business metrics scenario analyzer.
Key Performance Metrics
Understand common key industry metrics and where you stand
Next Actions
Personalized recommendations to growth and support KPMs
Scenario Planner
Create scenarios to visualize future business
Growth Metrics Report
Flexible coaching options
Access a network of professional coaches who will support you through current state and future state planning for your business.
Key Performance Metrics
Understand common key industry metrics and where you stand
Next Actions
Personalized recommendations to growth and support KPMs
Scenario Planner
Create scenarios to visualize future business
Customized Coaching
Coaching for Coaches
Let's work together to access your coaching, learning, and FP recruiting needs to create a program that includes the components your firm needs to grow.
Self-Coaching
Access to 200+ templates and a journey tailored for you
Group Coaching
Join like-minded peers for group calls for FPs, CAs, and Teams
1:1 Coaching
Focused monthly coaching depending on your needs
Agile Advisor Coaches
Atlas Point aligns the right coach for your needs based on your personalized business profile and metrics analysis. Every FP is unique as their thumb print.
pricing
Get Started Now
Schedule a consult to tell us a bit about your business and then we will explore possibilities that work for you and your team.
Atlas Point™ Edge + Coaching
Personalized coaching with an on-demand library tailored uniquely for you and your business.
$599
/mo per business
All Atlas Point Edge Features
Current state / future state analysis with recommendations specific for your business
Annual business planning accountability focus
Shared coach and coachee mobile program with access to 35 learning modules and 200+ implementation resources
First 2 months of weekly calls, then two 1-hour video sessions/month with BeFi Agile Coach™
Exclusive invites to peer events and advanced learning opportunities
*One-on-one coaching engagements include a one-time registration fee of $999. Coaching engagements continue at the stated monthly rate if you continue with Atlas Point coaching after the engagement term.
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Your intuitive, guided, and supportive growth solution.
Accelerate Your Growth!
