As financial professionals, one of the most critical interactions we can have with our clients is during client meetings. A successful client meeting is a way to earn clients’ trust and confidence in you and your advisory firm, especially your first meetings.
Read MoreWhile it’s not a requirement to get certified, designations to show off your expertise — such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) — will give a major boost to your credibility in front of recruiters or clients.
Read MoreJoin us for a fun and insightful chat where Angie share’s her unique perspective on how best to grow a firm while challenging everything you’ve been told!
Read MoreFollowing a process ensures that you’re taking all the steps necessary to create a comprehensive financial plan with your client’s best interest in mind. In this article, we’ll be boiling down the seven steps recommended by the Certified Financial Planner Board of Standards (CFP Board) into a streamlined five-step process.
Read MoreIn 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.
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