Live Training Webinar: Introducing Asset-Map Priorities

Asset-Map Priorities has arrived!

The best financial plans are built on a deep understanding of a client's goals, values, and even their worries. Priorities is your best friend for capturing and organizing this crucial information right within Asset-Map.

In this webinar, you’ll get an inside look at Asset-Map’s latest release and learn how Priorities helps advisors and clients align on what matters most.

We’ll cover:

  • How to capture and organize client goals and concerns directly in Asset-Map

  • Best practices for using Priorities to spark deeper, more meaningful conversations

  • Tips for making these insights actionable in your planning process

Join us to see how Priorities can transform the way you connect with your clients and guide them toward better financial outcomes.

Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)

TJ HillAccelerate Series, Accelerate, Upcoming