Join us on July 12th - 14th, 2022 for an upcoming Boot Camp session. Learn from experts including Founder & CEO H. Adam Holt on how to become an Asset-Map power user and boost ROI in your client meetings.
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In this episode, Adam Holt and Derek Notman are joined by Philipp Hecker, CEO of Bento Engine & Dr. Meg Lurtz, Ph.D. in Personal Financial Planning. They discuss the importance of being proactive in providing clients with financial advice.
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Meyer brings his extensive experience as Chief Marketing Officer at both Sierra Lending Corporation and Income& to Asset-Map where he will be responsible for developing and executing innovative strategies to take Asset Map’s growth to the next level.
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In this episode, Adam Holt and Derek Notman are joined by Tom Hegna. He provides some insight into the ins and outs of the financial advice market today and what consumers are really looking for from their professionals.
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In this recording, hear from LiaJean McHenry (Sr. Training Manager) as she walks through Asset-Map's Marketing Kit, additional content collateral, and best practices for creating an optimal digital presence.
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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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