In this episode, Adam Holt & Derek Notman go into detail about how robo-advice is changing the financial industry, and how it is important as financial advisors to remain competitive. Adam and Derek speak about how technology is changing financial advising, and how it’s influencing consumers.
Read MoreIn this webinar replay, learn the ins and outs of household features and functionality and how you can use them to uncover new opportunities and present them to your clients in-person or virtually.
Read MoreIn this episode, Adam Holt & Derek Notman speak about professional identity and the importance of defining it for yourself and your consumers. Adam and Derek speak about their own personal experiences of defining their identity and aim to help you define yours.
Read MoreAsset-Map Announces The Second Annual Edition Of Its One-day Advicetech.live Conference, With 20 Sponsors And 16 Thought Leaders, Including A $50,000 Fundraising Goal For The Foundation For Financial Planning.
Read MoreWant to increase client referrals in your advisory firm? Here are 3 techniques to give you a foundation to build on.
Read MoreLearn the Asset-Map frameworks and how adopting our process into your practice can take your client conversations to the next level.
Read MoreIn 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!
Read MoreCome see how this bi-directional integration allows data to flow from PreciseFP to Asset-Map, and vice versa.
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