In this episode, Adam Holt & Derek Notman invite George Kinder into the Rethink Tank to talk about the critical mindset of being a client fiduciary. George shares his perspective on how financial advice can help people find meaning, and how it starts with listening.
Read MoreIn this replay, hear from 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.
In this episode, Adam Holt & Derek Notman rethink advisor bias, specifically on retirement income certainty. Adam and Derek invite Ramsey Smith, CEO of Alex.fyi and retirement distribution expert, into the Rethink Tank for some guidance on this topic and how it impacts the industry both now and in the future.
Read MoreSimilar to last month's training webinar, this session will be a continuation of an interactive role-play meeting between an advisor and a prospective client where the focus will be on incorporating Target-Maps into the conversation.
Read MoreIn 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.
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