Learn from 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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You’re likely aware of what is often referred to as the Big Three of advisor technology: CRM, Financial Planning, and Portfolio Management.
But did you know that there’s a fourth piece of the core technology stack? In fact, the fourth piece is the one that is most important because it touches all other pieces of your tech stack.
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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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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.
Read More