NEW! Redtail Integration with Asset-Map Platform

By H. Adam Holt, ChFC® | Feb 17, 2017

We know how important it is to clients and prospects to be heard and understood by the advisor. Clients are focused on their particular situation and when an advisor uses the Asset-Map tool to quickly present the situation visually to a client, it changes the conversation from analysis to advocacy, from judgment to perspective, from paralysis to action.

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