This month, we've two major platform updates (which are now both available)! Watch the full video to learn more about our game changing Presentation mode for focused collaborative conversations, Suggest Mode to promote efficient and productive meetings, as well as a highly impactful update that allows Joint Ownership to automatically be reflected in Beneficiary outputs.
Read MoreThis article will provide financial advisors with practical strategies and insights to help clients cope with and build resilience against stress from financial problems. Read on for actionable advice on how to empower clients.
Read MoreOver the last few months, we've had some exciting new product releases and enhancements that we can't wait to cover in this webinar! You'll get a refresher on everything from Sidebar, Presentation Mode, Client Portal enhancements and so much more! We'll also cover best practices, as well as tips and tricks to take your business to the next level.
Read MoreIn this article, we’ll share key strategies for building a sustainable and fulfilling career as a financial advisor. Read on for tips on how to foster a sustainable practice and prioritize your well-being and personal life.
Read MoreGet an inside look at the hidden gems and features in Asset-Map that may be a game changer for your practice in this webinar replay. 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 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.
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