Webinar Replay: Introducing Relationship Maps

A family tree is just the beginning.

Imagine going beyond that with a "relationship map" that offers deeper insights into a client’s personal and financial network.

In this webinar, we’ll introduce you to our latest feature: Relationship Maps. This powerful solution gives financial professionals like you a clearer, more comprehensive view of your clients' key relationships, helping you visualize not only family ties but also critical financial and personal connections.

Discover how Relationship Maps can enhance your client meetings by identifying key individuals and entities that influence your client’s financial landscape. You'll also learn how to use our latest feature to guide meaningful conversations about beneficiaries and other vital relationships, helping you deliver more personalized, strategic advice.

Hosted by: LiaJean McHenry (Sr. Training Manager)