Join Tom Hood, EVP of Business Engagement & Growth at AICPA, Adam Holt, CEO and founder of Asset-Map, and Dan Snyder, Director of Personal Financial Planning at AICPA, as they discuss best practices for successful and engaging advisor-client communication. Learn which questions to ask to bring your clients into the tax advisory and financial planning conversation; building confidence and leading them to make informed decisions about their financial lives.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will share how Education Target-Maps within Asset-Map are structured, best practices, and run through scenarios at a high level.
Read MoreIn this webinar, each company will demonstrate how their tools enable the advisor to create measurable value for clients regardless of how markets are currently performing.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) shared how Loss of Life Target-Maps within Asset-Map are structured, best practices, and run through scenarios at a high level
Read MoreIn this webinar recording, see how the Asset-Map + Wealthbox integration helps clients visualize assets to drive informed decision-making.
Read MoreJoin us for a live webinar to see how the Asset-Map + Wealthbox integration helps clients visualize assets to drive informed decision-making.
Read MoreIn this article, we'll explore the concept of fiduciary duty and what it means for financial advisors. We'll cover topics like the legal obligations of fiduciaries, the difference between fiduciary and non-fiduciary advisors, and what happens when you breach fiduciary duty.
Read MoreFinancial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? Join us as we discuss this and more with special guest and marketing expert Samantha Russell.
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