Webinar Replay: Accelerate Series | Uncovering New Opportunities using Asset-Map Discovery
In this video, hear from our Sr. Training Manager, LiaJean McHenry, as she dives into the differences between our inbound and outbound Discovery interview links.
In this video, hear from our Sr. Training Manager, LiaJean McHenry, as she dives into the differences between our inbound and outbound Discovery interview links. She also highlights best practices throughout the training session regarding all things Discovery.
More Incoming

October 20, 2026
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Financial Planning
Turning Conversations Into Action: Inside the Asset-Map + Quin Integration
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October 22, 2026
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Financial Planning
Accelerate Series | Turn Needs Analysis Into Effective Conversation: Target-Map Best Practices & Enhancements
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