TO THE POINT | AUGUST 2024
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.
In our latest article, we'll explore the challenges faced by small businesses and homeowners whose loans are coming due, the broader economic context, and how financial advisors can help clients navigate both the reality and perception of financial risk. Atlas point users have exclusive access to actionable strategies to help reduce client anxiety and foster a calm, proactive approach to managing their finances. For Atlas Point users, a client-facing version of this article is also included in your subscription.
Meet our Director of Engineering
We’re thrilled to welcome Christos Benardis to the Atlas Point team! Christos brings 15+ years of experience in designing, building, and deploying cutting-edge products. Prior to joining Atlas Point, Christos played a key role in building the first cloud-based, digital-only commercial bank in the US. We’re excited for the innovation he will bring to Atlas Point!
Behavioral Conversations Learning Cohort
Atlas Point users are invited to join our exclusive Behavioral Conversations training cohort that will transform the way you connect with your clients and foster loyalty and organic growth.
Our cutting-edge training, led by renowned Advisor coach and Head of Advisor Success, Mary Waller, is designed to bring confidence while using Atlas Point, and creating impactful client conversations through behavioral coaching.