Webinar Replay: Prospecting and Fact-Finding Using Asset-Map Discovery

Meet your clients and prospects where they are - online. In this webinar, we'll share how to use Asset-Map Discovery to streamline client data collection online so that you can be better prepared to set clear goals and expectations from the first time you interact with them. You'll also learn:How to access Discovery through your administration settingsBest practices for sharing the inbound link with prospects and clientsHow to manage your invitations