Webinar Replay: Your Mid-Year Review with Asset-Map and Holistiplan

In this recording, H. Adam Holt, Founder and CEO of Asset-Map, and Roger Pine, Co-founder of Holistiplan, demonstrate how to:Frame a productive client conversation efficiently to remove any consumer intimidationGive your clients peace of mind heading into the latter half of the yearUse the new features coming soon to the Asset-Map and Holistiplan platformsWe hope you find this recording helpful and informative!