Join our Sr. Training Manager, LiaJean McHenry, as she walks through the new and improved navigation, search functionality, householding, and more that makes delivering advice in Asset-Map faster than ever.
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In this recording, hear from four financial experts as they discuss their experiences advising their families' finances, how they've helped them avoid financial mistakes, and more.
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Get an exclusive sneak peek of the future Asset-Map experience in this webinar recording.
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Watch this webinar replay to learn how to simplify your tech processes and become more efficient using Asset-Map's integrations.
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Join us on January 26 as we reveal the next evolution of Asset-Map inspired by user feedback and designed to make it easier (and faster!) to deliver real-time advice in your client conversations.
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Join four financial experts to hear them discuss their experiences advising their families finances, how they've helped them avoid financial mistakes, and also share how advisor's families go through the same financial challenges that their clients face.
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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.
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Target-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.