In this guest post, Zev Grossman offers to bring some order to the chaos of the planning process for special needs families, by using a six-step procedure.
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You can create a more interactive and engaging prospecting process by introducing visual-based deliverables like Asset-Map right away. Here’s how to get started.
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Asset-Map Founder & CEO, H. Adam Holt, Joins Jamie Hopkins, Managing Director of Carson Coaching and Director of Retirement Research, to discuss his journey to Asset-Map, how the bar for financial planning clients is going to rise in the future, and his bold predictions for the FinTech world and the commoditization of financial planning.
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Our CEO, H. Adam Holt, joined Executive Leaders Radio where he discussed how his upbringing, how he got started in the financial services industry, and ultimately why he started Asset-Map.
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Philadelphia-based Asset-Map takes home its first WealthManagement.com Award for building tools to help advisors engage clients in conversation about insurance coverage.
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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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