Asset-Map can be one approach that delivers the clarity, understandability, and effectiveness that many clients and financial advisors want. The literal beauty of Asset-Map is that it presents a single page, visualization of a client’s financial life.
Read MoreIn 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.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will walk through all the ways you can easily input your client data into Asset-Map.
Read MoreWatch this recording to hear leaders from Wealthbox and Asset-Map discuss the connection between highly organized relationship management and specific financial planning processes.
Read MoreIn 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.
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