Learn the Asset-Map frameworks and how adopting our process into your practice can take your client conversations to the next level.
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In this inaugural episode, meet your hosts, Adam Holt and Derek Notman! The duo shares their stories, starting as advisors to becoming FinTech CEOs, and their journey to finding the need to rethink what it means & takes to thrive as a financial advisor in the 21st century. Join Adam and Derek as they discuss challenging the status quo and have fun doing it!
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Come see how this bi-directional integration allows data to flow from PreciseFP to Asset-Map, and vice versa.
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Building a positive culture at your advisory firm is increasingly important for financial advisors who want to attract and retain top employees.
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Hear why adding seminars and webinars to your marketing repertoire can help you build trust, increase credibility, and win new clients.
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We're proud to announce that Asset-Map has been selected as a finalist in three Technology Providers categories for the 2021 WealthManagement.com Awards, including Specialized Planning Applications, Financial Planning, Diversity, Equity, and Inclusion.
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In this webinar recording, 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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Learn how to attract more leads and actually turn them into clients with top digital marketing tactics from the most successful financial advisors today.
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