What is the difference between failing out of the business and becoming a top producer? How do you spark growth in yourself and your business? Through asking yourself the right questions and finding what you’re missing. Adam Holt will share key questions from his career that allowed him to triple his business 3 years in a row.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will provide an overview of the Long-Term Care and Disability Target-Maps within Asset-Map. She will showcase how they are structured, how they work, and how you can think about illustrating unique scenarios.
Read MoreJoin 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.
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