In this article, we’ll go over just what cash flow planning software is and how a company like Asset-Map can help.
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Join Adam and Derek as they speak with industry and fintech veteran, Marc Butler, who was doing wealth tech before it even had a name, as they chat about the use and importance of tech when it comes to the financial well-being of society on a whole.
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Join Adam Holt, CEO and founder of Asset-Map, and Dan Snyder, Director of Personal Financial Planning at AICPA, as they discuss setting up your practice for a successful and profitable future.
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In this session, we explored the art of visualizing your clients' financial world as it is today and then demonstrated how technology can create captivating visuals as you guide your clients to a new financial future.
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Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will share the many ways you can fact-find through features within Asset-Map, such as Asset-Maps' Discovery Interview tool, Stencils, Integrations, etc. Along with sharing the number of resources available when you need support.
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In this session, we will explore the art of visualizing your clients' financial world as it is today, and then demonstrate how technology can create captivating visuals as you guide your clients to a new financial future.
Read More