Financial planning is an ongoing process — you should periodically review and update your client’s financial plan to ensure that it stays relevant and reflects their current financial situation and goals. Naturally, there are some differences in how each manage their money. This is where life cycle financial planning comes into play.
Read MoreJoin two fintech CEOs, Michael Lecours of fpPathfinder and Adam Holt of Asset-Map, along with advisors Don Hilario and Jason Hamilton, as they walk through real-life scenarios showing how to incorporate visual aids like flowcharts and checklists into client conversations to further your relationships.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will cover how retirement Target-Maps work, best practices, and how to illustrate unique scenarios at a high level.
Read MoreThis article will explore what values-based financial planning is, how to start planning with this approach, and how to incorporate it into your overall financial strategy.
Read MoreIn this article, we will cover why it can benefit financial planners as service providers, especially if you’re feeling iffy about the current pricing structure. We’ll also discuss how this shift can help you reach people who have been on the fence about signing up because of the current fee system.
Read MoreWhen Richard Hughes, a top 50 portfolio manager in Cananda and co-founder of Canada’s Best Pension Plan (CBPP), attempted to improve service levels in the group retirement space and differentiate himself from other advisory firms, he found an ally in Asset-Map.
Read MoreWe’ve added increased functionality and made improvements to the user interface of our Redtail integration in this month’s product update.
Read MoreA financial advisor’s job is to help clients with all forms of financial planning — from managing your client’s personal finances to investment management to selecting the best insurance policy. But what makes a good financial advisor? Naturally, there are some key characteristics that make for a good advisor.
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