Webinar Replay: How Advisors Use Asset-Map and Wealthbox to Help Clients Visualize Decision Making

In this webinar recording, see how the Asset-Map + Wealthbox integration helps clients visualize assets to drive informed decision-making.

This webinar covered:

  • How Asset-Map’s platform allows advisors to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals.

  • How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.

  • How the Asset-Map and Wealthbox integration allows advisors to quickly build household visuals within Asset-Map using Wealthbox contacts.

  • The benefits of the Asset-Map and Wealthbox integration, and how to get started with ease.

Sue BaeReplay, Webinar