Join two advisors-turned-entrepreneurs, H. Adam Holt and Derek Notman, who adopted a digital financial model over seven years ago to learn how to address pain points when transitioning to a remote advice delivery practice.
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Asset-Map is honored to be selected as the winner in the Top Specialized Planning Application category at the 2020 WealthManagement.com Industry Awards for insurance and disability planning instruments.
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Learn how the Wealthbox integration with Asset-Map helps advisors quickly and easily build out visualizations of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions.
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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