In this webinar, we will showcase the power of Asset-Map Signals. This feature not only uncovers potential scenarios that may require a deeper analysis but can be leveraged to fill in gaps for missing information.
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In this webinar, learn about our newest feature, the Asset-Map Client Portal! Client Portal helps you deliver more personalized service at scale, build goodwill through transparency, and create a more interactive experience for your clients.
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In this live training webinar, learn how to leverage your Household Index to mine your book of business for new opportunities. You'll also see how to apply Stencils to your households in a strategic way to drive productive conversations.
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In this live training webinar, get a first-hand look at Asset-Map's newest enhancement, Stencil Library.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will share the 'Cliff Notes' of Asset-Map, where she'll go over the core Asset-Map best practices regarding features, insights, hidden gems, and more! The purpose of this training will be all about exposure to all the tools Asset-Map has to offer and where to go for unlimited resources and support options.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will cover Asset-Map Signals, which automatically identifies a household's financial capacity to weather critical events that commonly disrupt a client’s financial well-being.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will share Asset-Map's brand-new feature, Drafts. This cutting-edge tool will aid Financial Professionals (LIKE YOU) in mapping out, illustrating, and optimizing your client's financial situations.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will cover the ins and outs of Asset-Map's Discovery Interview Tool. Learn how to onboard new leads/clients seamlessly with Discovery by making your data collection process more efficient and potentially uncovering new assets/opportunities.
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