Look at using Asset-Map for business development as a program or campaign, one that takes proper planning and preparation to get the results you are seeking, business growth via new clients and assets. Big opportunities require big efforts.
Read MoreIn this replay, H. Adam Holt, CFP, shares his “6 Financial Fire Drills” framework designed to bridge the gap between validating a household’s current financial decisions and new planning opportunities.
Read MoreIn this episode, Adam Holt & Derek Notman rethink what it means to run a sustainable advisory practice. Adam and Derek bring Joe Jordan into the Rethink tank to share his profound vignette phrases and wealth of experience in the power of attitude and perspective in delivering financial guidance.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will share Asset-Map's newest feature, Signals, which was released in early March of this year.
Read MoreJoin 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.
Read MoreAsset-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.
Read MoreJoin 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.
Read MoreAsset-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 More
