Training isn’t just about teaching your team to do their jobs well. The best firms are built around a culture of developing leaders who can be proactive and take initiative. Learn 3 tips to develop real leaders at your RIA firm.
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Join LiaJean McHenry (Sr. Training Manager) and a special guest as they provide a demonstration on ways to use Asset-Map live during a client meeting. Different from past webinars, this session will be an interactive role-play of a prospective client meeting.
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Our most-watched webinars this year have included marketing opportunities for financial advisors, financial advice to family members, Asset-Map product updates, and more! For our year in review, here is the round-up of our most-watched webinars of 2021.
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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!
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In 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.
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Join 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.
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In this recording, LiaJean McHenry (Sr. Training Manager) shares best practices for using marketing materials you can use to introduce Asset-Map to your clients.
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In 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.
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