In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of Redtail CRM, Orion Tech Board Member, and fellow REBL Dad. Join us as we discuss the massive opportunity advisors and fintechs have to make people live better, the AI and rapid consolidation advisors don’t see coming, and the importance of leaning into tech.
Read MoreIn this webinar, learn how to leverage tools like Relationship Maps, Beneficiary Visualizations, and more, to aid in estate conversations.
Read MoreFinancial advisors using the well-defined CFP planning process can help clients achieve their financial goals more effectively. Following the seven steps outlined by the CFP Board enables seamless financial planning. Financial advisors can further refine their planning processes by integrating tools like Asset-Map.
Read MoreIn this webinar replay, see how shifting the conversation to values and philanthropy can deepen client relationships, enhance retention, and even impact wealth transfer.
Read MoreDigital marketing and automation have transformed the financial planning industry. Financial advisors use automated marketing tools to streamline strategy execution and measure results. Asset-Map can complement financial advisor marketing with visualizations and reports. Engage clients in deeper conversations using Asset-Map to clearly outline their financial picture.
Read MoreIn this webinar, discover how to easily integrate Asset-Map features into every stage of your client interactions. You’ll learn how to master live presentations using Asset-Map and unlock the power of key features like Stencils, Target-Maps, Signals, and more!
Read MoreJoin us with Annuity Giants in this webinar, where we’ll explore how integrating Asset-Map’s conversational framework with annuity expertise can help advisors confidently guide clients toward informed retirement decisions.
Read MoreJoin experts from Asset-Map, Orion, and UI Charitable where they’ll cover how shifting the conversation to values and philanthropy can deepen client relationships, enhance retention, and even impact wealth transfer.
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