Live Training Webinar: Household Features & Functionality

In this webinar, LiaJean McHenry, Sr. Training Manager at Asset-Map, shares the ins and outs of an Asset-Map household to showcase how financial professionals can uncover new opportunities and present them to clients in-person or virtually.

She'll also show how our one-page visualization can be the fuel to power your client meetings to boost engagement and help you have deeper conversations.