2021 has been an interesting year, to say the least. We were finally able to safely attend events and see friends and family. But during it all, we kept going forward! In the spirit of year-end roundups, we wanted to share our top 10 blogs of 2021!
Read MoreIn this episode, Adam Holt & Derek Notman share a list of ten things that advisors are doing that they should stop right now—time to rethink it. Adam and Derek touch on their personal stories (and make fun of each other) along the way and help you understand how following this advice could take your practice to the next level in 2022. Cameo appearance from the numero uno robo, the Terminator as he chimes in to the podcast.
Read MoreJoin leaders from Wealthbox and Asset-Map to learn more about the connection between highly organized relationship management and specific financial planning processes. Discover CRM workflow templates and financial planning templates that help make your practice even more efficient.
Read MoreIn this recording, LiaJean McHenry (Sr. Training Manager) shares best practices for using marketing materials you can use to introduce Asset-Map to your clients.
Read MoreIn this webinar replay, CEOs H. Adam Holt (Asset-Map) and Anand Sheth (Pulse360) walked through best practices for creating a next-level client experience by using automation and tailored marketing content.
Read MoreJoin 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!
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