Recorded Webinar
Continuing Education

Conversation Is Key: Now Is The Time To Show Your Clients What You Understand About Them (CFP® CE)

ABOUT THIS WEBINAR

Join Atlas Point + Wealthbox for a previously recorded live webinar to learn how understanding client behavior is critical when guiding them through rocky market conditions.

This webinar will cover

  1. 1 How personalization can motivate clients to make better financial decisions. 
  2. 2 How to have X-ray vision into your client’s emotions. 
  3. 3 How to tailor outreach and personalize client conversations using behavioral insights.

*Attendance for the entire live event was required for CFP CE credit.

SPEAKERS

Liz Strait, PhD

Liz Strait, PhD

Head of Behavioral Science

Atlas Point

Carrie Nelson

Carrie Nelson

Founder & CEO

Atlas Point

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“Atlas Point is excited to partner with Wealthbox to make accessing and applying our client-ready behavioral survey easy. Integrating with Wealthbox’s easy to use interface helps us achieve our goal of making financial conversations more personal and personalized.”
Kenny Mobley

Kenny Mobley

Co-founder & COO, Atlas Point

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