Upcoming Live Webinar: Maximize Your Advisor Intelligence with Powerful Visual and Interactive Capabilities

“Show, don’t tell,” is classic storytelling advice, but it also has deep applications for delivering a more impactful client experience. Visualizations offer clarity, identify unmet needs and open the door for deeper conversations about financial goals.

In this joint webinar, Matt Morris of EncorEstate Plans and Adam Holt of Asset-Map demonstrate the power of their respective platforms’ visual and interactive capabilities to help advisors deliver differentiated client experiences.

During the event, you’ll learn:

  • How to turn visual summaries into a competitive advantage

  • Strategies for leveraging Asset-Map’s insights to uncover estate planning needs

  • Ways you can identify more holistic wealth planning gaps using EncorEstate Plans

  • How the platforms work together to help advisors capitalize on opportunities with both existing clients and prospects

You’ll also hear from Eric Negron, CEO of Forefront Wealth Partners, who used the Encore platform to start a prospect relationship built around estate planning, which turned into a full-fledged financial planning engagement.

Sue BaeWebinar