Hear from Michael Bradley, financial advisor, as he shares how he's using Asset-Map and Morningstar Office to build meaningful conversations through a seamless technology experience with real-time sharing of client data and visual reports.
Read More
In this webinar, the Asset-Map and Morningstar Office teams are joined by advisors who will share how they're building meaningful conversations through a seamless technology experience with real-time sharing of client data and visual reports.
Read More
Join LiaJean McHenry (Sr. Training Manager) on July 21st at 3 p.m. ET to learn how to use Discovery to make your data collection process more efficient and potentially uncover new client or prospect assets.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More