The amount of times I've heard how both technology and professionals need empathy in more recent conversations has certainly spiked. Although I know we’ve been using consumer empathy in design thinking for years with Asset-Map, I think it's really important to understand why empathy is climbing the charts as the buzzword of the year.
Read MoreAs society collectively pushes for equality, leaders in every industry should be thinking about how inclusive policies will impact their day-to-day operations. Wealth management is no different and financial advisors should start educating themselves on how best to support clients who identify in different minority groups.
Read MoreFor 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 More
