Upcoming Webinar: How to Illustrate You're More Than Just a Bank

Banks who want to break into wealth management can't underestimate the importance of personal relationships.

To be successful in wealth management, banks need the ability to seamlessly transition from traditional banking services to financial planning, while also emphasizing the digital client experience.

Join our CEO and Founder, H. Adam Holt, CFP, ChFC, on Thursday, June 18th at 3 p.m., to learn how banks can succeed in wealth management by using Asset-Map to connect the entire client journey - from client discovery to providing comprehensive financial advice, and beyond.

He'll also share results of a survey conducted at an international broker-deal that showed how they generated double-digit production lifts across multiple lines of business, including life insurance, annuity, and advisory sales.

Can’t make it to the live event? Register anyway and we’ll send you the recording!