Live Webinar: Helping Financial Advisors Work Faster with Asset-Map & Holistiplan

The need for speed and the ability to deliver engaging, real-time financial and tax-related advice in client conversations can be a key differentiator in our hyper-competitive financial marketplace.

On Thursday, May 20th, two advisors-turned-entrepreneurs, H. Adam Holt and Kevin Lozer, will share how Asset-Map and Holistiplan are compressing the financial and tax planning processes by removing the bulk and intimidation felt at the consumer level, as well as decluttering the unneeded content and capability at the advisor level to try to produce more effective conversations.