Join two advisors-turned-entrepreneurs, H. Adam Holt and Kevin Lozer, as they share how Asset-Map and Holistiplan are compressing the financial and tax planning processes.
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Modern clients expect a modern client experience. Here are the eight factors that go into being a future-ready advisor.
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Hear from leaders at Asset-Map, Orion, and Wealthbox as they discuss the client journey and day-to-day practice management tasks that are made simpler through our integrations.
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In this replay, hear from six leaders from some of the top financial technology companies at Asset-Map, Mobile Assistant, Orion Advisor Tech, Redtail Technology, Riskalyze, and Snappy Kraken.
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Join CEOs Robert Sofia and H. Adam Holt on Tuesday, May 11th at 3 p.m. ET, as they showcase 3 full-blown marketing campaigns that leverage the power of Asset-Map with the content and easy automation of Snappy Kraken.
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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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