Our own H. Adam Holt will share how the age of presenting massive financial plans with voluminous reports is dead, and how professional advisors can engage in live interactive planning sessions faster than ever in the digital age of advice delivery.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will share best practices for using marketing materials you can use to introduce Asset-Map to your clients, how to use Asset-Map in a remote or in-person client meeting, and tips for transitioning the discussion to Target-Maps (goal planning).
Read MoreIn 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.
Read MoreIn this webinar replay, learn how to create robust, meaningful deliverables for your clients using various reports within Asset-Map.
Read MoreIn 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.
Read MoreIn 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.
Read MoreEasily 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.
Read MoreIt'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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