In this live training webinar, we covered our newest feature, Client Portal. The Client Portal helps you deliver more personalized service at scale, build goodwill through transparency, and create a more interactive experience for your clients.
Read MoreIn this live training webinar, we covered 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.
Read MoreGet a first-hand look at Asset-Map's newest enhancement, Stencil Library.
Learn how to leverage organized lists of “specialty” Stencils allowing you to preview, select from, or edit a pre-populated list of widely requested Stencils, or create and save your own custom Stencils to your personal library.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) shared the 'Cliff Notes' of Asset-Map, where she went over the core Asset-Map best practices regarding features, insights, hidden gems, and more!
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) covered Asset-Map Signals, which automatically identifies a household's financial capacity to weather critical events that commonly disrupt a client’s financial well-being.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) shared Asset-Map's brand-new feature, Drafts. This cutting-edge tool aids Financial Professionals (LIKE YOU) in mapping out, illustrating, and optimizing your client's financial situations.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) covered 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.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) covered the ins and outs of Asset-Map Stencils. She went in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients.
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