Alison Susko and Chris Gonzales from the Asset-Map and Black Diamond teams, talked about how to simplify data transfers, reduce busy work, and improve your client experience using our latest updates to our integration with SS&C’s Black Diamond Wealth Platform.
Read MoreIn today’s data-driven world, more people turn to data visualization tools to help them communicate their findings effectively, and, in the case of financial planners and advisors, foster a better understanding of their clients. These tools help you translate your data into a picture to make them easier to digest, such as graphs, charts, and mind maps.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will share our newest feature Custom Branding (available to Elite subscriptions), and other marketing assets to help you introduce Asset-Map and showcase the value you bring to the table. Resources include a Client Flyer, Marketing Videos (Free + Custom Options), Scripts to help you introduce Asset-Map, and more!
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) provided an overview of the Long-Term Care and Disability Target-Maps within Asset-Map. She showcased how they are structured, how they work, and how you can think about illustrating unique scenarios.
Read MoreIn this article, we will discuss five crucial aspects to consider when buying a financial advisor book of business. These tips will help you make informed decisions and ensure a smoother transition for both you and the clients involved.
Read MoreJoin Adam and Derek, as they talk about what it’s really like when trying to innovate in their industry.
Read MoreJoin Adam and Derek as they speak with special guest Michael Liersch. They talked about how difficult it is to talk to clients about their money and how to connect it with great advice engagement and ultimately product placement.
Read MoreIn this webinar replay, we learned how to focus on building high-quality, advice engagement-focused visual aids to enhance the way you engage with and deliver advice to clients.
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