Adam Holt, CEO & Founder of Asset-Map, will share his secrets for running impactful advisory conversations with clients, which he learned from running remote meetings in his firm for 15 years.
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Your client experience benefits from more visuals, like videos and images. Here’s how to structure client meetings to engage your clients.
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A new integration between the two leading fintech companies creates a seamless technology experience with real-time sharing of client data to enhance advisor efficiency.
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In this webinar recording, led by our own LiaJean McHenry, 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 to help clients compare their financial picture to their peers and encourage them to fill in the missing data points.
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Listen to three financial experts as they share tips for unlocking critical conversations with business owners that are often ignored but important to the financial security of clients.
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Join three financial experts on Wednesday, October 21 at 1 p.m. ET, as they share tips for unlocking critical conversations with business owners that are often ignored but important to the financial security of clients.
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Join Dr. Jack Singer, author and renowned psychologist, on Thursday, November 5, for an exclusive presentation on how financial services professionals can build a resilient practice during trying times.
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Join us as we dive into the Asset-Map platform - specifically our Target Map feature. We’ll share how to help your clients identify funding gaps in mere moments and then track their progress.
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