In this episode, Adam Holt & Derek Notman discuss how proving yourself as a Subject Matter Expert (SME) and thought leader in your advisory niche is vital in attracting your ideal clients. Adam and Derek share from their own experiences and offer guidance on how you can develop yourself as a thought leader and spread your knowledge as a subject matter expert.
Read MoreTraining 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.
Read MoreJoin 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.
Read MoreOur 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.
Read More2021 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.
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