In this webinar, LiaJean McHenry (Sr. Training Manager) will share some lesser-known tips in the Asset-Map application that will take your client engagement experience to the next level.
Read More
In this episode, Adam Holt & Derek Notman dig into work-life balance with special guest Dr. Travis Parry. Travis is a recovered financial advisor who has turned his professional and personal experiences into a thriving business to help financial advisors scale their business while also realizing an amazing balance.
Read More
Asset-Map announces the third annual edition of its one-day AdviceTech.LIVE conference, with 20 Fintech sponsors and 20 industry thought leaders, including a $50,000 fundraising goal to support scholarships for students in financial services programs.
Read More
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 More
In 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 More
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.
Read More
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.
Read More
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.
Read More