Webinar Replay: Your Mid-Year Review with Asset-Map and Holistiplan

In this recording, H. Adam Holt, Founder and CEO of Asset-Map, and Roger Pine, Co-founder of Holistiplan, demonstrate how to:

  • Frame a productive client conversation efficiently to remove any consumer intimidation

  • Give your clients peace of mind heading into the latter half of the year

  • Use the new features coming soon to the Asset-Map and Holistiplan platforms

We hope you find this recording helpful and informative!

TJ HillReplay, Holistiplan, Webinar