Upcoming Live Webinar: Presenting Financial Plans is Over - It's Time for Interactive Engagement

Founder and CEO of Asset-Map H. Adam Holt, CFP, ChFC will share how the age of presenting massive financial plans with voluminous reports is dead, and how professional advisors can engage in live interactive planning sessions faster than ever in the digital age of advice delivery.

Adam will share how he helped to drive his firm to $1.5B in AUM and has now worked with thousands of professionals worldwide to Evolutionize their practices.

Specific topics will include ideal remote advice delivery, the financial wellness bandwagon, driving ROI on advisor time, and the new standard of client expectations that you must know coming into 2022.