Webinar Replay: Helping Financial Advisors Work Faster with Asset-Map & Holistiplan

Hear from H. Adam Holt and Kevin Lozer who shared how Asset-Map and Holistiplan are compressing the financial and tax planning processes.

They also spoke about how removing the bulk and intimidation felt at the consumer level, as well as decluttering the unneeded content and capability at the advisor level, helps produce more effective client conversations.