In this training webinar, LiaJean McHenry (Sr. Training Manager) will share how to use the Stencils feature to drive peer comparisons that help you uncover opportunities with clients.
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In this episode, Adam Holt & Derek Notman invite Megan Carpenter, CEO & Co-Founder of FiComm Partners into the Rethink tank. Megan discusses what the future of marketing could look like. Along with the importance of establishing a target market.
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In this training recording, LiaJean McHenry, Sr. Training Manager, 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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This year received a record-breaking number of nominations: nearly 1,000 entries from more than 350 companies. We're proud to announce that Asset-Map has been selected as a finalist in three Technology Providers categories, including CEO of the Year, Specialized Planning Applications, and Thought Leadership.
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In this episode, Adam Holt & Derek Notman chop it up in the Rethink tank by taking questions live from financial advisors on everything from mistakes made to what they would do differently if they re-started their career journey. Raw and unfiltered, don’t miss this fun conversation where you are sure to learn a thing or two.
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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.
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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.
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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.
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