Join our Sr. Training Manager, LiaJean McHenry, to learn how to create robust, meaningful deliverables for your clients using various reports within Asset-Map.
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In this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you assist clients and use the analogy of sports to help you understand it better. Adam and Derek speak about how each role is equally as important, but knowing where you fit in can take your client services to the next level.
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With our latest release, we’ve updated the Team Manager role permissions to provide easy access for adding “Advisor” and/or “Delegate” seat licenses to be purchased within the Asset-Map application.
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Let’s look at how you can go beyond salary alone to keep your team happy—and create a workplace that fosters loyalty in your team.
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There are three core elements that can help you create a client experience that serves your firm, improves client relationships, and makes your job easier at the same time.
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In this webinar replay, 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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Asset-Map Signals™ will help financial professionals diagnose potential financial events that can knock a client off-course from their financial goals and prioritize next best actions to mitigate negative household impacts.
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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.
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