There are countless stories told about opposites colliding. One of the most popular is Dickens’ A Tale of Two Cities, which navigates London and Paris in the late 1700s…
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There’s no argument about it: Financial services has a diversity problem.
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When I talk with other team members at Asset-Map about the initial experience we want to deliver to financial planners and advisors, we often talk about getting them to their “A-Ha Moment” as quickly as possible.
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Here at Asset-Map, we’re always looking for new ways to innovate. Sometimes, the innovations that advisors need to enhance their productivity the most require a look at more old-school methods for inspiration.
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Are you as intentional about your finances as you are about your haircut or dental care?
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Last week I had the opportunity to attend the Carson Group’s annual conference, Excell 2019, in Chicago along with a few other team members at Asset-Map.
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During high school, I was a busboy at a local diner. It was a local gathering place that the community frequented to catch up with friends, not necessarily for the great food we served.
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When advisors and fintech companies talk about the client experience, they usually focus on features and apps like client portals, a paperless account opening process, and other digitized solutions.
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