Webinar Replay: Riskalyze + Asset-Map Partnership Webinar

What are the secrets to conducting impactful advisory conversations from your home or in-person? In this webinar recording, Shane Hall (Financial Planner at Shane Hall Financial) and leaders from Asset-Map and Riskalyze share:              

  • Strategies for using Asset-Map and Riskalyze to boost client engagement in the current environment

  • How to set up a visual representation of client assets with Asset-Map and overlay information from Riskalyze through the free integration

  • Ways to position your tech stack to increase efficiencies and cut down on duplicative processes

TJ HillReplay