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 that helps remove the intimidation felt at the consumer level.
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!
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