Webinar Replay: Deepen and Scale Client Conversations using Visuals (Featuring Ross Riskin of visiWealth)

Ross Riskin, Alison Susko, and Sean Dodds discussed how you can uncover new opportunities with clients and prospects by making meetings more collaborative. Get a firsthand look at one of Asset-Map’s newest enhancements, Stencil Library, as well as the latest custom visiWealth stencil within the Asset-Map platform so you can deepen your conversations with clients and prospects.

In this session, they covered:

• 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

• Access visiWealth just in time content to educate yourself and your clients on a host of topics that can be complex

• Solutions to scale advice engagement to enhance client conversations