Webinar Replay: Introducing Asset-Map to Clients and Prospects

Did you know clients find only 64% of content resonates with them in meetings with their advisors? In this webinar, we shared ways to use Asset-Map's plug-and-play suite of marketing materials to enhance client comprehension of your recommended strategies, as well as tactics for introducing Asset-Map to prospects. Plus, we showed how to leverage sample clients, our client-facing marketing flyer, Stencils, and more to boost engagement. Hosted by: LiaJean McHenry (Sr. Training Manager)