In this joint webinar, Matt Morris of EncorEstate Plans and Adam Holt of Asset-Map demonstrate the power of their respective platforms’ visual and interactive capabilities to help advisors deliver differentiated client experiences.
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Creating meaningful client conversations doesn’t have to be hard. In this webinar, we teamed up with Addepar to show you how to integrate portfolio data from Addepar into Asset-Map to help bridge the gap with clients as a wealth manager.
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This month, we’re demonstrating our new Sidebar functionality, showing you a helpful new visualization option for beneficiaries and their allocations, and touching quickly on two insurance options you can now add to the Asset-Map Report.
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In this webinar, we will cover the interactive reports in Asset-Map such as Balance Sheet, Beneficiary Report, and Policy Summary. We will also be showcasing a new feature enhancement that allows you to visualize beneficiaries like never before.
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This article aims to debunk myths about AI and financial advising and highlight how these tools can enhance your capabilities as a financial advisor.
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In this webinar, see how utilizing Asset-Map’s fact-finding features can enhance and streamline your data entry workflows and help you get client data into the Asset-Map platform faster than ever before.
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Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it all.
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This article aims to provide step-by-step guidance on crafting a financial advisor newsletter that stands out in the saturated market.
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