Webinar Replay: Enhance Client Relationships with Asset-Map and Wealthbox

Learn how to streamline onboarding and advice delivery with Asset-Map and Wealthbox.

Discover how to create impactful visuals and simplify client meetings with integrated workflows. Join Asset-Map and Wealthbox to explore best practices for financial planning success.

This webinar covered: 

  1. How Asset-Map’s fact-finding process enhances client onboarding.

  2. How the Asset-Map integration simplifies adding and organizing client data.

  3. Creating actionable, visual Asset-Map reports in minutes.

  4. Streamlining advice delivery to make client meetings more efficient and valuable.

Sue BaeReplay, Webinar Replay