Adam Holt & Derek Notman welcome Jason Wenk, CEO and founder of Altruist, into the Rethink Tank to discuss the technology revolution and its inevitable impact on the financial advice market.
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Asset-Map, the leading financial advice engagement experience for financial professionals, announced a new software integration with Morningstar Office, one of the leading portfolio and practice management systems for advisors.
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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.
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In 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.
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In 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.
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In 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.
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In 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.
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