Join Michael Kitces, Asset-Map, Holistiplan, and fpPathfinder as they cut through the chatter and explore the research on what actually makes the financial planning process more efficient and scalable.
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In this recording, H. Adam Holt, Founder and CEO of Asset-Map, and Roger Pine, Co-founder of Holistiplan, demonstrate how to frame a productive client conversation efficiently that helps remove the intimidation felt at the consumer level.
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Join H. Adam Holt, Founder and CEO of Asset-Map, and Roger Pine, Co-founder of Holistiplan, as they demonstrate how to frame a productive client conversation efficiently that helps remove the intimidation felt at the consumer level.
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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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