In this webinar replay, learn how to turn your meetings into proactive, personalized planning sessions.
Discover how to uncover gaps and priorities using Asset-Map visually. See how Wealthbox workflows and CRM data keep you on track to identify opportunities and reinforce your value.
Read MoreIn this episode, Adam Holt & Derek Notman chat with with Lelané Bezuidenhout to unpack why South Africa might just be leapfrogging the U.S. in the evolution of financial advice.
Read MoreIf you are interested in philanthropic financial planning, it is important to understand client motivations and implement tax-efficient giving strategies. Providing philanthropic planning enables you to strengthen client relationships and create a holistic financial plan.
Read MoreThe importance of proactive compliance management for financial advisors is paramount to the success of a practice. Creating a strong compliance program protects client data and interests while mitigating risks and building trust. Remain compliant with regulatory requirements to avoid penalties and fines and support your clients’ best interests.
Read MoreFor June, we've released the ability to link legal instruments to entities, some speed of use updates including quick visual data entry in Sidebar and the option to clone legal documents, and we've adjusted the avatars so you can now choose gender-specific or gender-neutral. Stay tuned at the very end for a sneak peek at "Presentation Mode" too.
Read MoreJoin Asset-Map and Wealthbox to learn how to turn these meetings into proactive, personalized planning sessions. Discover how to uncover gaps and priorities using Asset-Map visually.
Read MoreIn this webinar, get an inside look at the hidden gems and features in Asset-Map that may be a game changer for your practice. See how you can leverage tools like Search and Select, Layouts, and Emojis to elevate your client meetings in presenting the Asset-Map.
Read MoreIn this training webinar, get a practical walkthrough of how Loss of Life Target-Maps are designed to help advisors visualize and prepare for the financial impact of a client’s passing.
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