The new Asset-Map and Addepar integration helps financial professionals create more meaningful client conversations by enabling the ability to instantly send client holdings and transactions from Addepar into Asset-Map.
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In this article, we will delve into the unique aspects of financial advisor sales, the significance of ethical sales practices, and strategies for building a successful sales approach.
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Asset-Map has been selected as a winner in the ‘Thought Leadership (Non-Consultancy) (US)’ category at The WealthBriefing WealthTech Americas Awards 2024.
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Join Ross Riskin, Alison Susko, and Sean Dodds to see how you can uncover new opportunities with clients and prospects by making meetings more collaborative.
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This article explores the strategic importance of financial advisor recruiting firms in sourcing top talent, offering insights into how the right candidates can significantly contribute to the growth and reputation of your advisory practice.
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In this live training webinar, learn how to leverage your Household Index to mine your book of business for new opportunities. You'll also see how to apply Stencils to your households in a strategic way to drive productive conversations.
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Get a first-hand look at Asset-Map's newest enhancement, Stencil Library.
Learn how to leverage organized lists of “specialty” Stencils allowing you to preview, select from, or edit a pre-populated list of widely requested Stencils, or create and save your own custom Stencils to your personal library.
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Cheryl Nash becomes the newest member of Asset-Map’s board, joining fellow independent executives across wealth management and financial services.
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