TO THE POINT | MARCH 2024
Enhanced CRM Integrations
We're thrilled to announce a major enhancement on the Atlas Point platform! Now, ALL BeFi survey reports (including Uncertainty Mindset?, FinSight, and Pulse Checks) will seamlessly integrate with Redtail, Wealthbox, and Black Diamond.
Atlas Point users can conveniently access all completed survey reports within their CRM, right under a client's contact cards. Plus, for Black Diamond users, a notification will be automatically posted to the client timeline, ensuring you and your clients have effortless access to the survey results.
Already an Atlas Point user? Make sure to establish your integration connection if you haven't already to make your experience seamless
Meet Atlas Point's Senior Software Engineer!
We're thrilled to welcome Cara Lang to the Atlas Point family as our Senior Software Engineer! With an impressive background in designing and implementing technical solutions for a diverse range of clients and industries, including being a part of the launch team of a financial banking app, Cara brings invaluable expertise to our team.
Meet Our New BeFi Agile Coach?
Atlas Point congratulates Carolyn B. Jones, RCC? for earning the BeFi Agile Coach? certification by Atlas Point as of January 2024. Carolyn helps financial professionals transform their businesses by incorporating behavioral tools with practical solutions. She understands the attention to detail and the sense of urgency needed when serving clients. To schedule a time to meet Carolyn and learn more about her coaching, click here.?
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If you would like to learn more about Atlas Point's personalized coaching, contact Mary Waller, Head of Advisor Success.
March Spotlight Call: Understanding Uncertainty Mindset?
Decades of research on risk-taking have demonstrated two key findings: individuals have limited insight into their own behavior, and the majority of risk-taking is driven by emotional and subjective inputs.
If you aren't using a tool that goes beyond objective risk (i.e., tolerance and capacity), how can you help your client in the best way possible?
While typical Risk Tolerance Questionnaires (RTQs) focus solely on loss aversion, Uncertainty Mindset? incorporates emotions that affect a client’s willingness to take on financial risks. Uncertainty Mindset? is, on average, 58% more effective at explaining behavior, offering a more reliable picture of a client’s perceptions and approaches to risk.
Join our Spotlight call March 27th at 4pm ET with Atlas Point's Head Behavioral Scientist, Dr. Liz Strait, to understand how to use the valuable insights provided in the Uncertainty Mindset? report to enhance client conversations.?