In this webinar, LiaJean McHenry (Sr. Training Manager) walked 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. This feature uncovers potential scenarios that may require a deeper analysis through Target-Maps.
Read MoreWith this surge in online solutions, a website can help you stand out among the competition. In this article, we’ll cover how to create an outstanding website and provide examples you can use to get started.
Read MoreIn her work as a CPA, Susan Joy Bruno considers a few different factors when it comes to collecting information from clients. She began her search for a tool that could spark conversations and get those individuals involved. That’s when she found Asset-Map.
Read MoreDigital marketing strategies can be very effective and, if properly invested in, can contribute significantly to the success of your business. In this article, we’ll discuss the best marketing tips to get your name out there and become a successful financial advisor. Read on to learn more about how to grow your business and attract ideal clients.
Read MoreAsking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but what if you create an environment where referrals flow naturally to you?
Read MoreWhether you’re still working for your financial planner certifications or already have them — be it CFP (Certified Financial Planner), CPA (Certified Public Accountant), or others — the beginning of your journey as a financial advisor can be both exciting and terrifying. In this article, we’ll share some tips that we wish we had heard at the beginning of our career to fill in that gap.
Read MoreCash flow planning is often part of the larger financial planning process. It works differently for individuals and businesses because the goal is often different. Businesses aim to gain profit, while individuals usually plan around making ends meet and having extra money to deposit into their savings and retirement funds.
Read MoreCome and hear from 5 leading CEOs. Learn about their outlook on 2023, and be the first to see what new product launches are in store.
