Our CEO, Adam Holt, participated in this year’s AdviceTech Conference, which sought to provide advisors with advice on how they can provide advice in a digital world.
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Banks who want to break into wealth management can't underestimate the importance of personal relationships.
To be successful in wealth management, banks need the ability to seamlessly transition from traditional banking services to financial planning, while also emphasizing the digital client experience.
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In episode 49 of Virtual Coffee with Francois, special guest Louis van der Merwe (Director at WealthUp) discusses how he would start a practice in difficult times today, the important role mentors play, the technology they invest in, challenges with today's advice, and what is next for financial planning.
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The Fintech Solutions Summit brings together a collaborative group of companies delivering a shared virtual training and user conference. Join our CEO and Founder, H. Adam Holt, CFP, ChFC, among other speakers on Tuesday, June 16th at 11 a.m.
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Join Asset-Map CEO, Adam Holt, and Orion Advisor Integrations Product Manager, Jeff Kliewer, Thursday, June 11th at 4:00 p.m., EDT as they dive into how advisors are evolving the ways they conduct business today both with their clients and the technology they're implementing into their practices.
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Why banks need to invest in technology that helps them improve client relationships, and emphasize more holistic, comprehensive financial conversations.
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Learn how to unlock conversations with business owners that are often ignored but critical to the financial security of these clients.
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All Asset-Map features are generated from user feedback and internal discussion, and designed to help you work smarter. This month's updates include: Key Financial Figures, Data Loader, Marker Shortcuts, and Milestones (coming soon!).
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