Our CEO, H. Adam Holt, and Mobile Assistant Inc. CEO, Corey Westphal, outline steps in this article to help advisors align their interests in delivering on their value proposition without massive disruption to their current process of delivering financial advice.
Read MoreHear from TJ Hill, Director of Marketing at Asset-Map, and Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten, as they share real-life examples of how advisors are using visual communications to help their audience connect the dots throughout the client journey.
Read MoreIn 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.
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