Join the Asset-Map and Redtail teams to see how to simplify data transfers, reduce busy work, and improve your client experience using the latest updates to our integration.
Read More
SEO is a powerful tool for lead generation. You can build trust by providing quality content that answers a user’s search intent. You can slowly turn visitors into leads this way. Besides educational content, you should also have content that encourages visitors to take the next step—whether that’s contacting you or joining your email list.
Read More
In this article, we’ll explore the various ways financial advisors can earn money and delve into the importance of understanding these compensation structures. By gaining a comprehensive understanding of advisor compensation, you can make informed decisions that align with your financial objectives and values.
Read More
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 More
In 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 More
In 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 More
In 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 More
In 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 More