In this session, leaders from top financial technology companies, as well as advisors using these systems, discussed what they’re seeing in financial advice delivery and how they’re positioning their firms to create more streamlined technology enablement.
Read MoreWe're thrilled to announce new partnerships with the Association of African American Financial Advisors (AAAA) and the Female Advisor Network to enable education capabilities and technological enhancements to bolster client communication.
Read MoreYour ability to serve your clients shouldn’t solely revolve around the technology applications you choose. Your advice should be rooted in your ability to connect on a human, personal level.
Read MoreDue to the overwhelming response to the first CEO Roundtable, and requests for a second version, all six fintech CEOs got back together to discuss how team management, technology, and culture have changed as they’ve transitioned to remote work.
Read MoreThere is no shortcut, alternative or way around building leadership skills in a growing advisory firm. It is even more important to have strong leadership in a crisis situation. Great leaders have developed skills within themselves and their teams.
Read MoreOur CEO, H. Adam Holt, recently joined That Annuity Show to talk about founding Asset-Map to help clients visually understand their goals and how they will reach them through their investments and insurance products.
Read MoreAs financial advisors navigate the unprecedented changes in today’s world, both personally and professionally, hear from leading fintech company executives as they discuss various relevant topics related to remote working, change management, and perseverance.
Read MoreHear from CEO H. Adam Holt on how Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and helps you uncover details important to the client for making informed financial decisions.
Read More
