Join these leaders from some of the top advisor technology companies to learn what lessons were learned over the past year and takeaways that every advisor can benefit from.
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Watch the video to hear from Alison Susko (Director of Partnerships at Asset-Map), Jomin Bishop (VP of Sales at Wealthbox), Eddie Sempek (SVP of Strategic Relationships at Orion) and a financial professional who is utilizing all three solutions as we answer the most common questions from an advisor workflow perspective.
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Data gathering with prospects is time-consuming and often incomplete. But client acquisition can be improved with an advice-first and technology-supported approach.
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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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