How Advisors Use Wealthbox + Atlas Point to Apply Behavioral Finance

This webinar will cover

1. 1 How Atlas Point’s technology provides advisors with a better way to understand their clients’ fears and behaviors through psychology-backed insights, resulting in more personalized client communication.
2. 2 How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. 3 How the integration between Wealthbox and Atlas Point connects personas and behavioral biases uncovered with Atlas Point’s Financial VirtuesTM behavioral survey to existing Wealthbox contacts.
4. 4 The benefits of the Wealthbox and Atlas Point integration, and how to get started with ease.