In this training webinar, get a practical walkthrough of how Loss of Life Target-Maps are designed to help advisors visualize and prepare for the financial impact of a client’s passing.
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Managing complex family wealth dynamics requires tact and a plan. Financial advisors should use strategic approaches, such as asset diversification, educational initiatives, and sustainable investing, to support clients’ goals. They should also build closer relationships with clients to understand their values and provide guidance on retirement, estate planning, and investment advice.
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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.
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Financial 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.
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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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In this live replay, see how financial advisor Jason Hamilton turns prospecting into planning with a powerful combo: fpPathfinder and Asset-Map.
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Advisors 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.
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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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