Join us as we chat with master communicator Chuck Garcia who spent many years on Wall Street as well as leading communications for global companies like Bloomberg. Chuck tells us how what happened on 9/11 changed his life and his journey as a mountaineer that helped him find understanding. Learn how to become a better communicator with not just your clients, but friend and family too.
Read MoreJoin us as we chat with futurist Ian McKenna and discuss the future of financial advice delivery and what advisors need to think about to stay relevant today.
Read MoreOn Tuesday, Asset-Map, the popular visualization software provider announced the firm had closed a $6 million Series B funding round.
Headquartered in Philadelphia, Asset-Map, with a workforce of 40, has now raised $7.6 million in total funding since inception.
Read MoreCetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to bring the fintech’s visualization and financial planning tools to Cetera’s roughly 8,000 financial advisors.
Read MoreJoin 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
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