Read about how Lisa Graham, Director of Product Management at eMoney Advisor, got her start in financial services and what she’s looking forward to at AdviceTech.LIVE 2020.
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Learn what Adrian Johnstone, Co-founder of Practici, expects from the first AdviceTech.LIVE digital conference, hosted by Asset-Map.
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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.
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Read 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.
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Asset-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.
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Asset-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.
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Watch 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.
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Click 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.
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