2022 has been an exciting time for the Asset-Map team! This year we accomplished a lot and look forward to achieving more as we move forward! In the spirit of year-end roundups, we wanted to share our top 10 blogs of 2022!
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Here’s a video wrap-up of our most popular content and accomplishments from this past year. We look forward to seeing you again in 2023!
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In this webinar, LiaJean McHenry (Sr. Training Manager) will walk through Asset-Map Signals, which automatically identifies a household's financial capacity to weather critical events that commonly disrupt a client’s financial well-being.
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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.
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“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.
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Learn 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.
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In 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.
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Amit 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.
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