Easily generate your own unique Asset-Map Discovery QR code and download it to easily incorporate it into your website, email, marketing collateral, social media, etc.
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It's time to deliver modern, engaging financial and estate-related advice in client conversations to set yourself apart in the hyper-competitive financial services industry. Join Andres Mazabel, Business Development Manager at Trust & Will, and H. Adam Holt, CEO and Founder of Asset-Map, on October 26th at 2 PM ET as they share how to instantly improve the advisor and client experience.
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Join Asset-Map CEO, Adam Holt, CFP®, ChFC®, and fpPathfinder co-founder, Michael Lecours, CFP®, as they debut a dynamic partnership that marries your Stencil™ with your checklists and flowcharts to deliver an unparalleled client experience
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In this episode, Adam Holt & Derek Notman rethink digital marketing as a financial advisor and what you need to know to implement it into your business. Adam and Derek attempt to simplify four categories of digital marketing and what makes sense to pay for or do yourself.
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Asset-Map is honored to be selected as the winner in the Top Specialized Planning Application and Diversity, Equity, and Inclusion categories at the 2021 WealthManagement.com Industry Awards!
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In this episode, Adam Holt & Derek Notman rethink the idea of prospecting in the financial industry and how (digital) marketing might change what has been the norm for so many years. Adam and Derek speak about how marketing can fit into your personal identity and help you stand out from the crowd.
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Dive into the Asset-Map platform and go through the ins and outs of Target Maps. In this video, we cover Target-Map general use, value, and more!
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