Asset-Map can be one approach that delivers the clarity, understandability, and effectiveness that many clients and financial advisors want. The literal beauty of Asset-Map is that it presents a single page, visualization of a client’s financial life.
Read MoreIn 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 MoreIn this episode, Adam Holt & Derek Notman speak about professional identity and the importance of defining it for yourself and your consumers. Adam and Derek speak about their own personal experiences of defining their identity and aim to help you define yours.
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