Webinar Replay: Independent Financial Group and Asset-Map

IFG and Asset-Map have partnered to offer IFG advisors exclusive access to the leading client engagement software.

In this webinar, Wally Pardo, CEO of Wealth Financial Partners and IFG Advisor, and H. Adam Holt, CEO & Founder of Asset-Map, discussed how to increase client and prospect engagement by using Asset-Map in every meeting. You'll also see how to use a one-page visualization of a client's entire financial inventory to boost client retention and increase revenue in today's competitive landscape.

To learn more about the IFG and Asset-Map Partnership, click here.

Asset-MapReplay