Streamline your workflow and save time with our latest set of file storage integrations, including Dropbox, Google Drive, and Box!
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Find out how you can create a firm that attracts and keeps the right advisors so you can grow your company long into the future.
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Watch the replay of this webinar to hear from LiaJean McHenry (Sr. Training Manager) on the new features recently released to the Asset-Map platform and see other useful facets of the tool.
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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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