In this video, LiaJean McHenry (Sr. Training Manager) shares some lesser-known tips in the Asset-Map application that will take your client engagement experience to the next level.
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Adam Holt & Derek Notman bring on special guest Bekithemba (Beki) Mafulela, formerly head of Retailisation & EB Distribution at Momentum in South Africa. Beki has been in the financial advice space for over 20 years and shares his perspective on the changing financial advice landscape.
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The Asset-Map team is honored to be selected as the winner in the Top Specialized Planning Application category at the 2022 WealthManagement.com Industry Awards for Signals, an algorithmic solution that proactively identifies the risk of disruptive financial planning events.
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In this webinar, join LiaJean McHenry and special guest, CEO H. Adam Holt, as they address six key areas to keep in mind when working with high-net-worth clients. They'll also share how to use Asset-Map to facilitate those unique conversations.
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How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as they debate this question and hear from two expert guests that share some timely advice on how advisors can support their clients into living a meaningful life post 65.
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To position your business for the long run, you need to pick a vendor that’s going to partner with your organization. Here are three themes to watch out for, along with sample questions you can use in your strategic partner evaluation to augment your current selection criteria.
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In episode 27 of the Rethink podcast, JR shares his journey as an advisor and how he’s thrived by rethinking how to build a diverse practice that is able to truly relate to their clients in ways that a lot of firms haven’t been able to do.
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This webinar brought together five Advice Engagement companies: Asset-Map, Bento Engine, FP Alpha, fpPathfinder, and visiWealth. Leaders from each company discussed the impact the advice engagement movement is having on the financial services industry.
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