In this webinar, LiaJean McHenry (Sr. Training Manager) will share how you can use Asset-Map to engage clients in more meaningful financial conversations in your next client review meeting. She will cover how to leverage the incredible tools within Asset-Map such as the Asset-Map Report, Stencils, Target-Maps, and so much more!
Read MoreAsking the right questions will help you form a better understanding of how to improve your client’s quality of life. In this article, we’ll cover 15 financial advisor questions to ask clients so you can learn everything you need to offer sound financial advice.
Read MoreWhen Hemingway added Asset-Map to his technology stack, he knew he was getting a tool that would help him easily collect information from both new and existing clients. But in the years since adopting the client engagement platform, he’s also found ways to leverage its capabilities to generate more precise conversations and use its time-saving features to complement plans built with eMoney.
Read MoreIn 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?
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