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Webinar Replay: Accelerate Series | Streamlining Data Collection Using Asset-Map Discovery

In this training video, learn how to use Discovery to make your data collection process more efficient and potentially uncover new client or prospect assets.

TJ HillJuly 25, 2022Replay, Training, Accelerate Series, Discovery Interview
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Rethink. The Financial Advisor Podcast - Episode 25: Are the Right People Building Fintech?

TJ HillAugust 2, 2022Rethink Podcast, Podcast, Fintech
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Upcoming Live Webinar: Scaling Advice - From Financial Advisor to Financial Advicer

TJ HillJuly 22, 2022Michael Kitces, Webinar, Scaling Advice
 
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