Atlas Point makes BeFi ACTIONABLE.
The Intentional Advisor makes it SCALABLE.
You can more effectively deliver on the promise of behavioral finance by implementing an
Advice-Based Financial Planning process with BeFi built in.
THE INTENTIONAL ADVISOR -Lucila Williams
Click the button below if you want to learn more about designing your own
Advice-Based Financial Planning process with BeFi built in.
TOTAL PRACTICE MAKEOVER
Everything you need to build a process-driven and profitable Advice-Based Financial Planning practice that aligns with your values.
DESIGN your process-driven Advice-Based Financial Planning practice.
ATTRACT the right clients and get hired for advice in one meeting.
IMPLEMENT to build a profitable practice that aligns with your values.
Training is available in both ONLINE COURSE and PRIVATE COACHING formats to fit your learning style and budget.