In this webinar, LiaJean McHenry (Sr. Training Manager) will share Asset-Map's newest feature, Signals, which was released in early March of this year.
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Join H. Adam Holt, CFP, the CEO and Founder of Asset-Map, as he shares his “6 Financial Fire drills” framework designed to bridge the gap between validating a household’s current financial decisions and new planning opportunities.
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Asset-Map Signals are easy-to-understand graphic indicators that help financial professionals visualize the potential preparedness of a household’s ability to fund a sustained loss associated with critical events that commonly disrupt financial security.
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Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.
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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.
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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 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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