Getting people to visit your website is one thing, but how do you turn those anonymous visitors into actual leads? In this one-hour workshop, we'll show you best practices for capturing leads that visit your website.
Financial advisors and planners must be intentional about how they grow and manage their practices. Click to learn about business tips and best practices for advisors and planners today!
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More