Live Training Webinar: Saving Time with Asset-Map Stencils

Join our Senior Training Manager, LiaJean McHenry, on June 17th at 3 p.m. ET to learn how to save time using Asset-Map Stencils by overlaying placeholders (assets, insurances, liabilities, incomes, etc.) on Asset-Map Reports to help fuel ongoing client conversations, fill in gaps, and introduce new topics.

Using Stencils helps encourage both the advisor and client to collaborate together during in-person or virtual meetings to address financial gaps.