Watch this video for an introduction to three powerful advisor technology solutions and how to use them together as part of your workflow.
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Watch this training webinar recording to learn how to get started in Asset-Map, best practices for boosting your efficiency, and key areas of the platform that are crucial to getting up and running in the platform.
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The industries might not seem similar at first, but financial advisors can learn a lot from restaurants. Here are 3 ways to improve your firm.
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Remote working and virtual client meetings are here to stay in the financial industry, but how can advisors incorporate a hybrid experience that straddles live and digital?
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Join our Sr. Training Manager, LiaJean McHenry, as she dives into the differences between our inbound and outbound Discovery interview links. She'll also highlight best practices throughout the training session regarding all things Discovery.
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Hear from the Asset-Map and Redtail teams on the latest integration update between the two platforms that saves advisors time.
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Join our panelists on May 25th, 2021 from 3:00-4:00 pm ET as we discuss the key financial planning areas you'll need to address to ensure clients get the advice they need throughout the divorce process.
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Asset-Map was voted the highest rated and fastest growing financial planning software in the 2021 Technology Tools for Today/Inside Information Advisor Software Survey
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