Estate planning is an essential part of comprehensive financial planning, allowing individuals to secure their legacy and distribute assets according to their wishes. Financial advisors play a vital role in guiding clients through this process, even without a legal background. By collaborating with estate attorneys and leveraging technology like Asset-Map, advisors can offer seamless estate planning services. This guide explores how financial advisors can build a successful estate planning practice, from networking with lawyers to using advanced visualization tools for client conversations.
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In this training webinar, you’ll master live presentations using Asset-Map and unlock the power of key features like Stencils, Target-Maps, Signals, and more!
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This month, we have a variety of smaller updates to enhance your client meetings, as well as back-office enhancements across the platform.
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In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. They talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling.
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As AI and automation continue to reshape the financial services industry, many advisors wonder if their roles are at risk. While AI can streamline routine tasks, it cannot replace the human insight and empathy that clients value. Instead, financial advisors can leverage automation to enhance efficiency and focus on personalized advice. In this article, discover how to balance AI's benefits with the irreplaceable human touch to future-proof your financial advisory practice.
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In this webinar, you'll learn how to analyze a household's Signals to identify potential scenarios that may warrant deeper planning through Target-Maps.
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In this webinar replay, see how integrating three powerful solutions—Asset-Map, Holistiplan, and Nitrogen—connect seamlessly to simplify your tech stack and bolster your client interactions.
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Promoting life insurance effectively requires a strategic approach that resonates with your clients' needs and financial goals. By segmenting your audience, tailoring messages, and leveraging tools like Asset-Map, financial advisors can highlight the value of life insurance as part of comprehensive financial planning. In this guide, explore actionable marketing strategies to help clients understand the importance of life insurance and secure their financial futures.
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