Join us June 30th to hear from three financial professionals who actively work with same-sex couples and members of the LGBTQ community on critical topics that financial advisors need to know to make sure they're providing an inclusive experience for all clients and are able to create financial plans to help protect clients and their loved ones.
Read MoreBanks 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.
Read MoreKnowing your ideal client is the best way to continue prospecting and winning new business during volatile times. Follow the tips in this blog to learn how to boost your financial firm’s prospecting strategies.
Read MoreAsset-Map CEO, Adam Holt, and Orion Advisor’s Tech Integrations Product Manager, Jeff Kliewer, 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.
Read MoreJoin us to learn how to maximize your Asset-Map experience by building a strong foundation, leveraging our prospecting tool, and presenting live with your clients.
Read MoreIn March 2020, the Fed announced a second round of rate cuts to the federal interest rate in response to the ongoing COVID-19 crisis.
While this is a bit of good news for anyone shopping around for a loan, it’s less than ideal for savers.
If you have concerns about how this might impact the interest rate on your savings account, you may be interested in looking for a high-yield savings account to offset the current rate cut.
Read MoreOur 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.
Read MoreBanks 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.
Read More
