In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to debate professional identity, practice investments and regulation given the direction of the profession.
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In this webinar replay, learn how to create robust, meaningful deliverables for your clients using various reports within Asset-Map.
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In this replay, learn how to deliver modern, engaging financial and estate-related advice in client conversations to set yourself apart in the hyper-competitive financial services industry.
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In the full replay below, Asset-Map CEO, Adam Holt, CFP®, ChFC®, and fpPathfinder co-founder, Michael Lecours ,CFP®, debut a new custom Asset-Map Stencil that marries a client’s household with checklists and flowcharts to deliver an unparalleled client experience.
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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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