For May, we touched up on some smaller updates to visual views across the platform, the new ability to clone Relationship Maps and a new legal type added. We'll also review a recent feature Target-Map Comparisons which was released this time last year and want to draw your attention to our latest in-depth training, the expert level 3 of Asset-Map University.
Read MoreFinancial advisors must adopt a holistic and technologically empowered approach to generational wealth transfer. They can build a generational wealth transfer plan using tax-efficient strategies and prioritizing their clients’ wants. Financial advisors should also utilize innovative tools like Asset-Map to better serve clients.
Read MoreIn this webinar, learn how to leverage tools like Relationship Maps, Beneficiary Visualizations, and more, to aid in estate conversations.
Read MoreIn this live replay, see how financial advisor Jason Hamilton turns prospecting into planning with a powerful combo: fpPathfinder and Asset-Map.
Read MoreAdvisors should stay up-to-date with the latest regulations to provide top-notch wealth management services. Asset-Map enables advisors to enhance their capabilities and meet client legacy planning needs accurately.
Read MoreJoin 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.
Read MoreIncorporate 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.
Read MoreWe 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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