Webinar Replay: Accelerate Series | Leveraging Asset-Maps in your Client Review Meetings
In this webinar, LiaJean McHenry (Sr. Training Manager) shared how you can use Asset-Map to engage clients in more meaningful financial conversations in your next client review meeting. She covered how to leverage the incredible tools within Asset-Map such as the Asset-Map Report, Stencils, Target-Maps, and so much more!
In this webinar, LiaJean McHenry (Sr. Training Manager) shared how you can use Asset-Map to engage clients in more meaningful financial conversations in your next client review meeting. She covered how to leverage the incredible tools within Asset-Map such as the Asset-Map Report, Stencils, Target-Maps, and so much more!
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