These are the most-read blogs we published in 2020, with insights about winning prospects in 2020, setting fund goals, and why advisors leave the industry.
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Tune in to hear our Sr. Training Manager, LiaJean McHenry, talk about Asset-Map's integrations with some of the industry's top financial technology applications and learn how they can streamline your processes and make you a more efficient advisor.
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Play the webinar replay below for tips on advising your own family about their money to ensure their immediate and long-term financial wellness.
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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.
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As 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.
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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.
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On 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.
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In 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!
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