Hear from three financial professionals who work closely with special needs families on important topics and best practices that financial advisors need to be aware of to ensure they're providing a positive experience and are able to create financial plans to help protect clients and their loved ones.
Read MoreRead about how Robert Sofia, CEO of Snappy Kraken, got his start in financial services and what he’s looking forward to at AdviceTech.LIVE 2020.
Read MoreAsset-Map today announced AdviceTech.LIVE, a live, virtual event that gives financial professionals unprecedented access to top financial technology executives who will speak on a wide range of forward-thinking topics and ideas.
Read MoreAsset-Map users can now apply Property & Casualty financial tiles to an Asset-Map to engage clients in important insurance-related conversations and to help you better assess a client’s overall financial fitness.
Read MoreWatch above for a quick refresher or to catch our latest webinar in case you weren’t able to join us. We walked through some of the basics to get you oriented within Asset-Map, and then quickly introduce best practices to help you boost efficiency and maximize your subscription.
Read MoreClick above to replay yesterday's session on how financial advisors are leveraging social media to amplify their marketing and sales. Here's what TJ discussed with Johnny Sandquist (Founder, Three Crowns Marketing): How to make connections and boost sales using social media, What type of content to post to your channels (and when to post it!), and How to find the right social media channel for your business.
Read MoreThe WealthManagement.com readers and awards committee have spoken: with over 625 nominations, we're proud to announce that Asset-Map has been selected as a finalist for the WealthManagement.com 2020 Industry Awards in the categories of Technology Providers - Thought Leadership and Technology Providers - Specialized Planning Applications.
Read MoreIn this webinar, we'll first walk through some basics to get you oriented within Asset-Map, and then quickly introduce best practices to help you boost efficiency and maximize your subscription. Tune in on July 23rd from 3:00-3:45 PM EDT to hear from our Senior Training Manager, LiaJean McHenry, about the key areas and resources crucial to getting up and running with Asset-Map.
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