Delivering expert financial advice to clients going through major life changes like divorce is critical to your role as a financial professional.
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Hear from H. Adam Holt and Kevin Lozer who shared how Asset-Map and Holistiplan are compressing the financial and tax planning processes.
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Given the sensitive nature of client information in financial services, Asset-Map is committed to providing a safe and secure platform. As part of an ongoing effort to protect this personal data, we’re excited to announce that as of today every subscriber can now enable multi-factor authentication on their account
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Join our upcoming live training learn how to save time using Asset-Map Stencils by overlaying placeholders (assets, insurances, liabilities, incomes, etc.) on Asset-Map Reports to help fuel ongoing client conversations, fill in gaps, and introduce new topics.
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In this replay, hear from CEOs Robert Sofia and H. Adam Holt 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 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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