In this webinar replay, Founder and CEO of Asset-Map, H. Adam Holt, CFP, ChFC, shared how the age of presenting massive financial plans with voluminous reports is dead.
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In this episode, Adam Holt & Derek Notman speak with Ryan Shanks, co-founder of FA Match, where they discuss what financial professionals are moving towards and leaving behind. The trio discuss the motivations for both firms and advisors to affiliate with modern practices and rebuilt legacy platforms.
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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.
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In 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).
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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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