Whether you’re having a phone call, Zoom session, or an in-person meeting, the first meeting between a certified financial planner (CFP) and a new client is important. First impressions matter. And the first client meeting is when both parties decide whether they’re a good fit and should continue working together.
Read More“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more.
Read MoreLearn what Paul and his team are doing to achieve this growth and how they have mastered the FA/CPA partnership for collaborative advice and serving HNW clients.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) covered one of our newest features - Target-Map Templates. Learn how to save some of your common goal-planning and needs-analysis scenarios to make your practice more efficient.
Read MoreAmit Dogra, President & Chief Operating Officer of tru Independence, joins Adam and Derek to discuss why advisors are leaving mainstream firms in record numbers, how advisors need to up their marketing game, and why a virtual presence is so important and the future of the profession.
Read MoreIn this session, financial planners will understand the basic principles of virtual advice and how to serve a whole new generation of clients. Attendees of the live event are eligible for 1 CE credit.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will cover one of our newest features - Target-Map Templates. Save some of your common goal-planning and needs-analysis scenarios to make your practice more efficient.
Read MoreIn this replay, hear from our Product and Customer Success teams as they walk through all the new features and functionality in the Asset-Map platform.
