Join TJ Hill, Director of Marketing at Asset-Map, and Johnny Sandquist, CEO of Three Crowns Copywriting and Marketing, as they explore the rapidly changing world of social media (including Tik Tok) and how financial advisors are leveraging these channels to amplify their marketing and sales.
Read MoreJoin Susan Joy Bruno CPA/PFS, CFP, and our CEO H. Adam Holt on Thursday, July 9th at 4 p.m. EDT to learn how to deliver a truly engaging financial planning experience using an exciting new visual format that is so simple and fun to use that you will want to work on your own financial plan before your clients!
Despite recent civil rights advances, LGBTQ Americans still face unique challenges when it comes to finances and legal protections. In this webinar, 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 MoreIn this webinar, Wally Pardo, CEO of Wealth Financial Partners and IFG Advisor, and H. Adam Holt, CEO & Founder of Asset-Map, discussed how to increase client and prospect engagement by using Asset-Map in every meeting. You'll also see how to use a one-page visualization of a client's entire financial inventory to boost client retention and increase revenue in today's competitive landscape.
Read MoreWe had a blast attending the first ever virtual Fintech Solutions Summit, and if you were able to make it, we hope you did too! If you weren't able to attend our sessions, you can find the video recordings below.
Read MoreFirstrust Financial Resources wanted a way to set itself, and its affiliated 85-year-old multi-generation bank, apart from the competition. It found its answer by implementing Asset-Map as the accelerator that could move client conversations from ordinary to meaningful in a short amount of time.
Read more about the firm’s success in the Firsttrust Financial Resources Case Study.
Read MoreJoin 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.
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