In this replay, hear from LiaJean McHenry (Sr. Training Manager) and a special guest as they provide a demonstration on ways to use the Financial Firedrills to bridge the conversation between the Asset-Map Report and Target-Map analysis.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will walk through all the ways you can easily input your client data into Asset-Map.
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Watch this recording to hear leaders from Wealthbox and Asset-Map discuss the connection between highly organized relationship management and specific financial planning processes.
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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.
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In 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.
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Similar 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.
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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.
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