Join us for a deep dive into Stencils, a powerful feature designed to help you surface overlooked details, close information gaps, uncover additional AUM opportunities, and introduce relevant planning solutions.
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In this live webinar, financial advisor Don Hilario shows how integrating Asset-Map with fpPathfinder turns surface-level client discussions into deeper planning conversations that show value every time.
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After your initial Asset-Map training, go deeper to learn about this powerful functionality. Target-Maps helps you to uncover planning gaps + opportunities.
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With the guidance of an Asset-Map expert, our SmartStart sessions will help you explore Asset-Map while building a process that brings long-term, sustainable success for your business and your clients.
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In this repeating monthly webinar, we'll cover best practices for our email templates, social posts, and videos as well as how best to leverage Discovery to generate leads, introduce Asset-Map in meetings and so much more.
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