This month, we’re taking a deep dive into our Sidebar functionality. We also give a quick update to the member navigation bar on the Asset-Map Report and Financial page.
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In this episode, Adam Holt & Derek Notman speak with successful advisor turned speaker and author Derrick Kinney to chat about our obsession with technology over humanity. A fun conversation covering things from to differentiate ourselves through stories to what people (clients) actually want.
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Discover how to create impactful visuals and simplify client meetings with integrated workflows. Join Asset-Map and Wealthbox to explore best practices for financial planning success.
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Join us in this webinar, where 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, we covered the latest enhancements to our Sidebar feature, giving you a meaningful touchpoint for every client meeting.
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Networking is crucial for financial advisors to expand their client base, stay current on industry trends, and foster collaborations. Asset-Map enhances networking by helping advisors connect with other professionals across legal, tax, and investment sectors, streamlining communication with its household reporting tools.
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Join us for an insightful discussion on striking the right balance between technology and human expertise—leveraging AI without losing the personal touch, ensuring data security, and safeguarding client trust.
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Working with high-net-worth individuals (HNWIs) requires a specialized approach due to their complex financial needs, including wealth preservation, tax optimization, estate planning, and legacy goals. Asset-Map offers financial advisors a valuable tool to simplify and visualize these intricate details, helping HNWIs make informed decisions while managing risks.
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