The award-winning client engagement and financial visualization software for financial planners, Asset-Map, announced an improved User Experience that increases the speed of its platform and introduces a number of user experience enhancements.
Read MoreIn this recording, hear from Wally Darling, Financial Quarterback at Alpha1 Tax&Wealth, David Martinez, Wealth Advisor at SmartPro Financial, and H. Adam Holt, our CEO & Founder as they discuss why financial planning is not just for high-net-worth clients. They'll share live case studies on how professionals who lead with advice are quickly (and efficiently) engaging both prospects and customers with financial guidance in all interactions.
Read MoreJoin the Asset-Map and PreciseFP teams on Wednesday, March 17th at 2 p.m. CST, to learn about our powerful bi-directional integration that allows data to flow from PreciseFP to Asset-Map, and vice versa.
Read MoreWatch this webinar replay to learn the five biggest marketing opportunities for financial advisors to open new doors for their business and connect with a new stream of prospects.
Read MoreWatch this webinar replay to learn 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 MoreFind out how Asset-Map can help your bank connect traditional clients with more of your services, benefiting your clients and your bank.
Read MoreThe delivery of financial advice will never be the same after the pandemic of 2020. In this guest post from Derek Notman, he outlines where he sees the delivery of financial advice moving forward into the future. This includes the transition to remote advice delivery with the help of advisor technology applications.
Read MoreJoin Samantha Russell, Chief Evangelist of FMG Suite, and TJ Hill, Director of Marketing at Asset-Map, as they share the five biggest marketing opportunities for financial advisors to open new doors for their business and connect with a new stream of prospects.
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