Webinar Replay: Accelerate Series | How to Save Time with Asset-Map Stencils

In this webinar recording, learn how to save time using Asset-Map Stencils by overlaying placeholders (assets, insurances, liabilities, incomes, etc.) on Asset-Map Reports to help fuel ongoing client conversations, fill in gaps, and introduce new topics.

Using Stencils helps encourage both the advisor and client to collaborate together during in-person or virtual meetings to address financial gaps.