Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.
Read More
Find out how you can create a firm that attracts and keeps the right advisors so you can grow your company long into the future.
Read More
In this episode, Adam Holt & Derek Notman rethink digital marketing as a financial advisor and what you need to know to implement it into your business. Adam and Derek attempt to simplify four categories of digital marketing and what makes sense to pay for or do yourself.
Read More
In this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you assist clients and use the analogy of sports to help you understand it better. Adam and Derek speak about how each role is equally as important, but knowing where you fit in can take your client services to the next level.
Read More
In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen as luxuries for wealthy individuals are now becoming more common to the mass market, and how advisors should respond to the change.
Read More
We’ve great news for the expert advisors and amateur cartographers who love using Asset-Map. Today, the platform is getting even better with the addition of Cash Flow Details to Target-Maps.
Read More
In the beginning of the robo-advisor movement, digital-only wealth management services offered a pretty simple value proposition.
Read More
Here at Asset-Map, we’re always looking for new ways to innovate. Sometimes, the innovations that advisors need to enhance their productivity the most require a look at more old-school methods for inspiration.
Read More