Digital marketing and automation have transformed the financial planning industry. Financial advisors use automated marketing tools to streamline strategy execution and measure results. Asset-Map can complement financial advisor marketing with visualizations and reports. Engage clients in deeper conversations using Asset-Map to clearly outline their financial picture.
Read MoreIn this webinar, discover how to easily integrate Asset-Map features into every stage of your client interactions. You’ll learn how to master live presentations using Asset-Map and unlock the power of key features like Stencils, Target-Maps, Signals, and more!
Read MoreJoin us with Annuity Giants in this webinar, where we’ll explore how integrating Asset-Map’s conversational framework with annuity expertise can help advisors confidently guide clients toward informed retirement decisions.
Read MoreJoin experts from Asset-Map, Orion, and UI Charitable where they’ll cover how shifting the conversation to values and philanthropy can deepen client relationships, enhance retention, and even impact wealth transfer.
Read MoreEstate planning is an essential part of comprehensive financial planning, allowing individuals to secure their legacy and distribute assets according to their wishes. Financial advisors play a vital role in guiding clients through this process, even without a legal background. By collaborating with estate attorneys and leveraging technology like Asset-Map, advisors can offer seamless estate planning services. This guide explores how financial advisors can build a successful estate planning practice, from networking with lawyers to using advanced visualization tools for client conversations.
Read MoreIn this training webinar, you’ll master live presentations using Asset-Map and unlock the power of key features like Stencils, Target-Maps, Signals, and more!
Read MoreThis month, we have a variety of smaller updates to enhance your client meetings, as well as back-office enhancements across the platform.
Read MoreIn this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. They talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling.
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