Join our CEO & Founder H. Adam Holt, and Libby Griewe, for a candid conversation about how financial advisors can streamline their planning meeting prep and deliver their client service model more efficiently.
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From gifting to managing digital assets, we’ve shared estate planning techniques to help you thrive in your practice. Financial planners can improve their estate planning by adopting Asset-Map into their methods.
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In this webinar replay, see how Asset-Map and Annuity Giants fosters deeper, more engaging discussions, with the nuances of annuities and their role in financial planning.
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Join our live workshop with EncorEstate Planning to learn the proven system Eric Negron (CEO, Forefront Wealth) uses to help clients articulate their most important values, stories, and more!
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For April, we've rolled out a fresh user experience for a more cohesive platform look, some extra 3rd party security for Multi Factor Authentication using an authenticator app, and a few icon adjustments in Drafts to ease visual comprehension of suggested changes.
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In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of Redtail CRM, Orion Tech Board Member, and fellow REBL Dad. Join us as we discuss the massive opportunity advisors and fintechs have to make people live better, the AI and rapid consolidation advisors don’t see coming, and the importance of leaning into tech.
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In this webinar, learn how to leverage tools like Relationship Maps, Beneficiary Visualizations, and more, to aid in estate conversations.
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Financial advisors using the well-defined CFP planning process can help clients achieve their financial goals more effectively. Following the seven steps outlined by the CFP Board enables seamless financial planning. Financial advisors can further refine their planning processes by integrating tools like Asset-Map.
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