In this webinar, we’ll share strategies for using marketing materials you can use to introduce Asset-Map to your clients, how to use Asset-Map in a remote or in-person client meeting, and tips for transitioning the discussion to Target-Maps.
Read MoreTarget-Maps allow advisors an easy and effective way to set goals and help clients see their funding progress with a cash-flow based planning experience.
In this webinar replay, learn how to create various layouts in Asset-Map and build robust deliverables for your clients.
Read MoreThis market study was designed to help life insurance companies and carrier-owned broker-dealers navigate and overcome field force structural and technological challenges in response to these recent pressures and market influences. The study incorporates responses from 24 executives and leaders to 45 unique questions.
Read MoreOur top 10 webinars in 2020 cover everything from digital marketing, to the basics of Asset-Map, to being a better leader, and of course, how to handle volatility.
Read MoreThese 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.
Read MoreTune 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.
Read MorePlay the webinar replay below for tips on advising your own family about their money to ensure their immediate and long-term financial wellness.
Read More
