In this webinar, you'll learn how to analyze a household's Signals to identify potential scenarios that may warrant deeper planning through Target-Maps.
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In this webinar replay, see how integrating three powerful solutions—Asset-Map, Holistiplan, and Nitrogen—connect seamlessly to simplify your tech stack and bolster your client interactions.
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Discover how to create impactful visuals and simplify client meetings with integrated workflows. Join Asset-Map and Wealthbox to explore best practices for financial planning success.
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In this webinar, we covered the latest enhancements to our Sidebar feature, giving you a meaningful touchpoint for every client meeting.
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Join us for an insightful discussion on striking the right balance between technology and human expertise—leveraging AI without losing the personal touch, ensuring data security, and safeguarding client trust.
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In this webinar replay, join Alison Susko, VP of Community, and TJ Hill, VP of Marketing, as they explore actionable insights to help you stand out in a competitive landscape.
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In this webinar, we’ll walk you through the full range of Stencils—how to use them in their entirety or in parts—and explore our Stencil Public Library, featuring 20+ custom-curated options.
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In this webinar, you'll get an in-depth look at features like Client Portal, Target-Map Comparisons, Beneficiary Visualization, Sidebar, Relationship Maps, Legal, and more! You'll also get tips on how you can implement these features into your practice in the new year.
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