In this episode, Adam Holt & Derek Notman dig into the shapers of the future of fintech. Adam and Derek share their personal experiences of starting Fintech companies, from the first moment of realization that there was a problem to solve, through field testing and idea honing, right through to future-proofing and wondering, what comes next?
Read MoreIn this training video, learn how to use Discovery to make your data collection process more efficient and potentially uncover new client or prospect assets.
Read MoreJoin 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.
Read MoreIn 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.
Read MoreJoin 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.
Read MoreIn 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.
Read MoreIn 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.
Read MoreIn 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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