In this webinar recording, hear from Shane Hall (Financial Planner at Shane Hall Financial) who is using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
Read MoreHear from Shane Hall, Financial Planner at Shane Hall Financial, who is using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will walk through Asset-Map's Marketing Kit, additional content collateral, and best practices for creating an optimal digital presence.
Read MoreAdam 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.
Read MoreAsset-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.
Read MoreAdvisory 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.
