Join H. Adam Holt, Founder and CEO of Asset-Map, and Anand Sheth, Founder and CEO of Pulse360, as they walk through best practices for optimizing your customer journey and how to easily customize your marketing and onboarding materials to turn prospects into lifelong clients.
Read MoreStreamline your workflow and save time with our latest set of file storage integrations, including Dropbox, Google Drive, and Box!
Read MoreFind out how you can create a firm that attracts and keeps the right advisors so you can grow your company long into the future.
Read MoreWatch 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.
Read MoreIn 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.
Read MoreIn 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.
Read MoreOur 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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