Atlas Point’s Post

Carrie Nelson, our CEO and Founder, had an amazing time at Future Proof! It was a fantastic experience connecting with firms and Advisors while sharing exciting updates about Atlas Point.

We're thrilled to announce that Yves-Paul Auffray has joined our team as the Head of Behavioral Science! With a PhD in Economics from Washington University in St. Louis and an MSc in Economics & Psychology from Panthéon-Sorbonne University, Yves-Paul brings deep expertise in Behavioral and Experimental Economics. While at Washington University, he taught classes in Behavioral Economics and Microeconomics. We're excited for the innovation Paul will bring to our team!

Today, we pause to honor the lives lost on 9/11 and remember the resilience and strength that followed. We will never forget the innocent people who lost their lives and the extraordinary bravery of those who stepped forward to protect and serve. #NeverForget

Big News from Atlas Point! We’ve launched a brand-new look for our platform, making it easier than ever to access behavioral insights and strategies for growth. Explore more here: https://buff.ly/4csEKf8 What's New? ✨ Growth Metrics: Personalized recommendations to help you uncover strengths and opportunities in your business to drive efficiency and growth. 🔍 Simplified Navigation: Quickly find what you need with our streamlined design. Want to learn more? Join our live session on Tuesday, September 24th at 1 PM ET to explore how to use Growth Metrics and other exciting updates. REGIST HERE: https://buff.ly/4d8nvzG

Today, we celebrate the value of hard work. Wishing everyone a relaxing and joyous Labor Day!

Check out our August newsletter! Dive into the latest BeFi Edge blog on the challenges and opportunities small businesses and homeowners face with loan maturities amid high interest rates, meet our new Director of Engineering, and more!

Financial professionals understand that clients need steady guidance during times of economic uncertainty. The extended period of higher interest rates over the past two years has created deep concern and sometimes panic for those with loans coming due and for those with rates set to adjust from the historically low interest rates of the post-pandemic era. Our latest BeFi article is designed to help you address these challenges with your clients. It covers: * The hurdles small businesses and homeowners face as loans mature * The broader economic context * How Financial professionals can help clients navigate both the reality and perception of financial risk Atlas Point subscribers gain exclusive access to behavioral insights and strategies around this topic. Additionally, a client-facing version of this article is available, offering personalized, targeted content tailored to your clients' needs. Ready to unlock the full article and receive valuable insights? Contact us to learn how to access these exclusive insights: https://buff.ly/4cK3Eb1 Existing Atlas Point users may access the full article here: https://buff.ly/4dWhHdc #financialprofessionals #befiedge #wealthmanagement #loanterm #behavioralfinance

We’re excited to share that our CEO and Founder, Carrie Nelson, will be speaking at Financial Planning's Advise AI conference, taking place October 9-10 in Las Vegas. Advise AI is the only wealth management event fully dedicated to exploring the impact and opportunities of AI in our industry. Let us know if you’ll be there—we’d love to connect! https://buff.ly/3YUcfTQ #adviseai #financialplanning #financialprofessionals #financialadvisors #wealthmangement

Two-thirds of high-net-worth individuals acknowledge that biases influence their investment decisions. Atlas Point's client-centric behavioral insights can help financial professionals guide their clients effectively while providing value. Our organic growth platform offers an easy solution to identify behavioral blind spots and better support your clients, which is crucial for navigating the Great Wealth Transfer and meeting the rising demands for tailored services. Discover how we can drive growth and enhance client relationships with our innovative behavioral assessments, ongoing insights, tailored client content, and personalized education: https://buff.ly/4csEKf8 #financialprofesionals #behavioralfinance #biases #wealthmanagement