Webinar Replay: How Advisors are Reducing Complexity and Streamlining Processes with Asset-Map and Morningstar Office

We were thrilled to team up with Morningstar and financial advisor Michael Bradleyfor this exclusive webinar!In this webinar replay, the group shares the secrets to creating a best-in-class client experience by making complex financial information intuitive and easy to understand.You'll also hear from special guest Michael Bradley, Financial Advisor at Bradley & Company Private Wealth Management.He shares how he's using Asset-Map and Morningstar Office to build meaningful conversations through a seamless technology experience with real-time sharing of client data and visual reports.