Webinar Replay: Presenting Financial Plans is Over - It's Time for Interactive Engagement

In this webinar replay, Founder and CEO of Asset-Map, H. Adam Holt, CFP, ChFC, shared how the age of presenting massive financial plans with voluminous reports is dead.He also walked through how advisors can engage in live interactive planning sessions faster than ever in the digital age of advice delivery.Hear how he helped drive his firm to $1.5B in AUM and has now worked with thousands of professionals worldwide to modernize their practices.Other topics included:Ideal remote advice deliveryThe financial wellness bandwagonDriving ROI on advisor timeThe new standard of client expectations that you must know going into 2022