Year in Review: Our Most-Watched Webinars of 2020
Our most-watched webinars this year cover everything from digital marketing, to how to use Asset-Map, to being a better leader, to—of course—how to navigate volatility better.
Regardless of how 2020 compared with your expectations, we hope you were able to devote time and resources toward deepening your understanding of your business and our industry.
1. Visuals Matter – The Importance of Visual Content in Digital Marketing
Digital marketing is getting more and more important—pandemic or no pandemic—and the best digital marketing uses visuals to convey your message in a clear, concise way. In our top webinar of 2020, our own TJ Hill is joined by Samantha Russell, Chief Marketing Officer at Twenty Over Ten, to discuss how to use visuals more effectively in your digital communications.
2. Offering Best Interest Advice During Volatile Markets
“Pandemic” may be Merriam-Webster’s word of the year for 2020, but if they published a top five, we bet “volatility” would make an appearance. This webinar highlights how Asset-Map facilitates comprehensive fact-finding to help you guide your clients during periods of volatility.
3. Engaging with Business Owners and Leaders
One of the top personas advisors work with (and want to work with more) is business owners. In this webinar from May, we look at how advisors can better engage and serve business owners and executives by focusing on capital allocation, exit planning, self-insuring and more.
4. Social Media for Financial Advisors in 2020
Social media isn’t just about likes and connections. When done right, it can be about meeting new prospects and landing new clients. Join TJ Hill and Johnny Sandquist, Founder and CEO of Three Crowns Copywriting & Marketing, as they discuss how to invest the time you spend on social media rather than wasting it.
5. Understanding Asset-Map's Asset-Maps
It’s easy to list all of the benefits of using Asset-Maps, but seeing it in action takes it to a whole new level. In this webinar, we cover how to use Asset-Map to find and present new opportunities to clients, and help fuel higher client engagement and referrals.
6. Getting Started with Asset-Map
If you’ve never spent much time with Asset-Map, this webinar is the perfect place to start. We cover how to incorporate Asset-Maps into your process to enhance your client experience, as well as the basics of how to navigate your Asset-Map account.
7. Enhance Your Asset-Map Experience with Integrations
An effective, efficient tech stack relies heavily on integrations, and Asset-Map is no different. In this webinar from our founder, H. Adam Holt, you’ll hear about how our integrations with Riskalyze, Orion, Redtail, and more help Asset-Map easily fit in with the rest of your stack.
8. How to Build Resilience and Thrive During Challenging Times
Renowned psychologist and author, Dr. Jack Singer, joins us for an exclusive presentation on how advisors can build resilience into their practice to help weather trying times. Dr. Singer discusses how to reduce stress, improve your mental health, and differentiate your firm in the process.
9. Leading Through Crisis
Jarrod Upton from Herbers & Co. joins us to discuss making decisions and leading during times of crisis. Jarrod presents a practical response to volatility and disturbances in client relationships that can help advisors lead with confidence.
10. Tales from Two Advisors: Mastering the Remote Digital Advice Delivery Experience
Learn from the experience of two digital-first advisors who share their expertise for the benefit of advisors in 2020 who may be new to the remote approach. They cover everything from digital marketing to virtual events to managing your remote team.
Ready to see how Asset-Map could enhance your client experience? Schedule a demo and find out how you can help your clients make better decisions.