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.
Read MoreIn this webinar replay, our CEO, H. Adam Holt, CFP®, ChFC®, shared techniques for financial advisors to capture more wallet-share during this era of change.
Read MoreWe covered how to strategically and effectively market Asset-Map as a value-add to your clients and prospects. In this repeating monthly webinar, we also covered best practices for our email templates, social posts, and videos as well as how best to leverage Discovery to generate leads, introduce Asset-Map in meetings and so much more.
Read MoreIn this webinar, we’ll introduce you to our latest feature: Relationship Maps. This powerful solution gives financial professionals like you a clearer, more comprehensive view of your clients' key relationships, helping you visualize not only family ties but also critical financial and personal connections.
Read MoreIn this webinar, we shared ways to use Asset-Map's plug-and-play suite of marketing materials to enhance client comprehension of your recommended strategies, as well as tactics for introducing Asset-Map to prospects.
Read MoreWatch the replay of our joint webinar with Special Needs Map, where we discussed the importance of doing proper special needs estate planning for your clients.
Read MoreWatch the replay of our joint webinar with Wealthbox, where we discussed how advisors can streamline operations, enhance client engagement, and improve overall efficiency in your advisory firm.
Read MoreThis month's webinar included insights on how to mine your book of business to uncover new opportunities using columns and filters in your Household index.
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