For advisors who reply on in-person practices, everything from generating new business, to strengthening client relationships has become a struggle.
In this recording, hear from the best in the industry for a discussion on how to strengthen your client relationships and engage with your audience throughout this transition.
Read MoreOn Thursday, December 10 at 3 p.m. ET, Adam will sit down with his mom, Dina Holt, to discuss her experience needing different types of advice over her lifetime, and the impact of those financial decisions throughout. Be part of the discussion and hear an uncommon opportunity to experience our story to elevate your own awareness and that of your clients.
Read MoreIn this webinar replay, LiaJean McHenry dives into the Asset-Map platform and goes through the ins and outs of Target-Maps. She covered Target-Map general use, value, and more!
Read MoreNow 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.
Read MoreIn 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.
Read MoreIn 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.
Read MoreHear 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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