In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen as luxuries for wealthy individuals are now becoming more common to the mass market, and how advisors should respond to the change.
Read MoreJoin LiaJean McHenry, Sr. Training Manager, dives into the Asset-Map platform and goes through the ins and outs of Target-Maps. She'll cover Target-Map general use, value, and more!
Read MoreIn this episode, Adam Holt & Derek Notman discuss what the impacts of moving entirely to remote practices could have on advisors who are not prepared to set themselves apart. Adam and Derek speak about their successes of going virtual, and offer you some takeaways so you can learn from their experience!
Read MoreIn 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.
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