Webinar Replay: Initiating Strategy Conversations with Asset-Map Signals

In this webinar, LiaJean McHenry (Sr. Training Manager) covered Asset-Map Signals, which automatically identifies a household's financial capacity to weather critical events that commonly disrupt a client’s financial well-being.

This feature uncovers potential scenarios that may require a deeper analysis, which is great for initiating strategy conversations. Signals help you pivot into Target-Maps to quantify whether clients are on track for goals and identify potential financial needs. Level up by bridging the gap with Signals & Target and mastering the use of these features.