ATA Provides a One-Stop Resource For Organizing, Managing and Growing Your Investment Business

We've compiled over 20 years of research and experience in determining the most important areas for business success and business growth, and then organized them in two distinctly different ways – Self service and Customized service – to fit any situation and any budget.

Self Service
Tackle Specific Obstacles Starting Now Using Our Proprietary Self-Driven Solutions!
 ATA’s proprietary Self-Driven/Self-Service option is ideal for RIAs who have already identified obstacles to success and have the time to deal with it themselves. [read more]

Customized Service
Not Exactly Sure What The Problem Is? Don’t Have Time To Fix It Yourself?
Our custom consulting is perfect for RIAs who are not sure exactly what the problem is and don’t have time to fix it themselves. [read more]

High Impact Workshops For Financial Services Pros.
Totally Unique. Always Fresh. Immediately Credible.
In addition to our consulting and self-driven options, we offer training workshops for as few as two and as many as three hundred people. [read more]

Coaching
Working One-On-One Enables 28.5% Higher Revenue!
Our Behavior Style and Values Assessment approach to coaching is 100% results-driven for high impact ROI. [read more]