Webinar Replay: How to Simplify Complex Wealth Management Concepts using Visuals (Featuring Ross Riskin of visiWealth)

In this webinar replay, we learned how to focus on building high-quality, advice engagement-focused visual aids to enhance the way you engage with and deliver advice to clients.

Watch two financial industry experts, Ross Riskin, and Adam Holt, to see real-life scenarios showing how to incorporate checklists and charts into your client meetings and presentations to boost engagement.

We also showed a sneak peek of how the custom visiWealth stencil within the Asset-Map platform can expand and deepen your conversations with clients and prospects beyond what lies on the surface of the map.

During the session, they also:

• Shared how to efficiently build and execute client presentations and other helpful deliverables

• Showed the Asset-Map and visiWealth Stencil that helps bridge the gap between analyzing a client’s household and providing actionable steps to help clients find financial peace of mind

• Provided solutions to scale your ability to deliver advice to enhance client conversations