Join LiaJean McHenry, Sr. Training Manager, as she covers our Target-Maps feature, the logic behind it, and ultimately how you can use it in your client meeting process.
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In this episode, Adam Holt & Derek Notman welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of Riskalyze, a company that invented the Risk Number®. Aaron has incredible experience solving problems before they are broken. We hear from Aaron on his perspective of the commitment to human advisors and their adoption of tech that really works in their practices.
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Get a walkthrough of Asset-Map's newest feature, Signals, in this training recording.
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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.
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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.
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In 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.
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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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