Advisory practices must “lead with advice”. The Asset-Map process and its toolset is a force for robust conversations that provides the basis for your advice. This is the essence of the process of working with prospects as well as with clients.
Read MoreIn this episode, Adam Holt & Derek Notman are joined by Devin Banerjee in the Rethink Tank. Devin is the Editor at Large for business and finance at Linkedin. Together, they Rethink why having a following is so important for financial advisors and how you can start to build a following.
Read MoreIn this recording, get a walk through all the ways you can easily input your client data into Asset-Map.
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.
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