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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Incorporate legacy planning into your comprehensive planning services to help your clients prepare to leave a lasting legacy. Legacy planning goes beyond basic estate planning techniques and considers a client’s values and long-term goals.
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We covered how to strategically and effectively market Asset-Map as a value-add to your clients and prospects. In this repeating monthly webinar, we also covered best practices for our email templates, social posts, and videos as well as how best to leverage Discovery to generate leads, introduce Asset-Map in meetings and so much more.
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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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