This article will explore various situations where your expertise as an estate planner can help clients navigate their unique challenges.
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Our CEO, H. Adam Holt, joined Michael Kitces on his podcast Financial Advisor Success, where they talked in-depth about how he got started with his first ‘Asset-Map’, why Adam structures his Asset-Maps to concentrate on 5 components, and how Adam designed his Asset-Maps to be used as tear sheets.
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In this article, we’ll help you figure out how you can find tools that are perfect for your advisory firm without trying every FinTech software under the sun.
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We're proud to announce that Asset-Map has been selected as a finalist in three Technology Provider categories for the 2023 WealthManagement.com Awards, including CEO of the Year, Specialized Planning, and Thought Leadership.
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A value proposition is designed to separate you from the competition and effectively reach your target audience. This comprehensive guide will walk you through the importance of a value proposition, how to create one that resonates with your audience, and the essential elements to include for maximum impact.
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We get that initiating this conversation might feel uncomfortable. In this article, we’ll discuss some key points to consider when talking to your loved ones about their finances.
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Join experts including Founder & CEO H. Adam Holt from August 8-11, 2023 on how to become an Asset-Map power user and boost ROI in your client meetings during Boot Camp 101 and Boot Camp 201.
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Whether your clients are business owners looking for new investments or individuals seeking advice for their personal finance, creating an effective financial plan is crucial to their financial success.
Here are seven components that every comprehensive financial plan should include.
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