Now that Form CRS is the law of the land, there may be some updates your firm needs to make. Here’s the latest on what to look for following Reg BI.
Join our Sr. Training Manager, LiaJean McHenry, to learn how to create various layouts in Asset-Map and build robust deliverables for your clients.
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In this case study, learn the four ways that Asset-Map helps Valley Strong Credit Union develop stronger relationships and engage in effective decision-making with clients.
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In this webinar recording, join Dr. Jack Singer, author and renowned psychologist, for an exclusive presentation on how financial services professionals can build a resilient practice during trying times.
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Hear from D.A. Abrams, Managing Director, to learn more about diversity initiatives from the CFP Board’s Center for Financial Planning at AdviceTech.LIVE 2020.
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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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