This month, we'll show you an in-depth look at our biggest integration yet with Holistiplan, a quick update on Entity Ownership, and a sneak peek into our upcoming Boot Camp product training session.
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This month, we'll show you brand new enhancements to Target-Maps, a new global integration with Plannr, a UK-based CRM tool, and we'll preview a special release for next month: a groundbreaking integration that'll make tax planning easier than ever!
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In this recording, H. Adam Holt, Founder and CEO of Asset-Map, and Roger Pine, Co-founder of Holistiplan, demonstrate how to frame a productive client conversation efficiently that helps remove the intimidation felt at the consumer level.
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Join H. Adam Holt, Founder and CEO of Asset-Map, and Roger Pine, Co-founder of Holistiplan, as they demonstrate how to frame a productive client conversation efficiently that helps remove the intimidation felt at the consumer level.
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