In this video recording, LiaJean McHenry (Sr. Training Manager) shares how to use the Stencils feature to drive peer comparisons that helps uncover opportunities with clients.
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How do you think about building out your advice tech stack? At its core, the process needs to center on your business model: who you serve, how you serve them, and how you monetize your services. Those are essential considerations to any tech stack, but constructing a tech stack for advice offers unique challenges.
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Join our leadership panel on August 31 at 1 p.m. ET to discover the impact the advice engagement movement is having on the financial services industry. They'll share strategies for increasing the likelihood of prospects or clients following through with and subsequently purchasing your advice recommendations.
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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.
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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.
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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.
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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?
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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.
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