Join our Senior Training Manager, LiaJean McHenry, to learn how Asset-Map Stencils save you time by providing the ability to overlay placeholders representing different assets, insurances, liabilities, and incomes on Asset-Map Reports.
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Join us to learn the ins and outs of Asset-Maps and how you can use them to uncover new opportunities and present them to your clients in-person or virtually.
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Our CEO, H. Adam Holt, presented at the Morningstar Fintech Showcase on the impact advisor technology has recently made helping advisors communicate with their clients.
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Leaders from Riskalyze, Asset-Map, and Shane Hall Financial share the secrets to conducting impactful advisory conversations from your home or in-person by streamlining your tech stack.
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When Luke and Josh of ReminderMedia talk about how to build and nurture relationships, they are, in large part, talking about how to build trust with customers. For this week’s Stay Paid guest, H. Adam Holt, developing trust in relationships with clients and prospects begins with clearly communicating three value propositions that all clients want from their financial advisor—indeed, from every service professional with whom they work.
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Adam Holt, the mind behind AdviceTech.LIVE, shares why he put this one-of-a-kind event together and what he’s looking forward to the most.
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“We may be locked down, but you can’t lock down my mind,” is the mindset that Corey Westphal of Mobile Assistant approaches our new virtual environment. Hear more of his thoughts at AdviceTech.LIVE.
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Steve Zuschin of LifeYield is excited to be a part of the best speaker lineup he’s seen since the shift to virtual events. Hear from Steve on the Practice Multipliers panel at Asset-Map’s AdviceTech.LIVE digital conference.
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