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

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

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


Liz Strait, PhD

Head of Behavioral Science

Atlas Point

Carrie Nelson

Founder & CEO

Atlas Point

Chris Kopanski

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.”

Kenny Mobley

Co-founder & COO, Atlas Point

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