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:
*Attendance for the entire live event was required for CFP CE credit.
Head of Behavioral Science
Founder & CEO
Sr. Product Specialist
“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.”
Co-founder & COO, Atlas Point