Webinar Replay: Asset-Map Treasures
Get an inside look at the hidden gems and features in Asset-Map that may be a game changer for your practice in this webinar replay. See how you can leverage tools like Search and Select, Layouts, and Emojis to elevate your client meetings in presenting the Asset-Map.
In this webinar, you’ll get an inside look at the hidden gems and features in Asset-Map that may be a game changer for your practice. See how you can leverage tools like Search and Select, Layouts, and Emojis to elevate your client meetings in presenting the Asset-Map. Plus, we covered Household Index Filters, Data Restore, and Key Financial Figures to show how you can take your prospecting and backend processes to the next level. Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)
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