Year in Review: Our Most-Watched Webinars of 2021
Our most-watched webinars this year have included marketing opportunities for financial advisors, financial advice to family members, Asset-Map product updates, and more!
For our year in review, here is the round-up of our most-watched webinars of 2021.
#1 - 5 Biggest Marketing Opportunities for Financial Advisors in 2021
Samantha Russell, Chief Evangelist of FMG Suite, and TJ Hill, Director of Marketing at Asset-Map, shared the five biggest marketing opportunities for financial advisors to open new doors for their business and connect with a new stream of prospects.
#2 - Providing Financial Advice to Family Members
Hear from four financial experts as they discuss their experiences advising their families' finances, how they've helped them avoid financial mistakes, and also share how advisor's families go through the same financial challenges that their clients face.
Panelists include Laurie Sall, Partner at @Aspen, Russell Ho, CFP® at Succession Financial Planning, Lynette Thompson, Financial Services Rep at Colina Insurance Ltd, H. Adam Holt, CEO & Founder of Asset-Map.
#3 - Accelerate Series: Navigating the New Asset-Map Experience
Walk through the new and improved navigation, search functionality, householding, and more that makes delivering advice in Asset-Map faster than ever.
You’ll also learn how to efficiently use Asset-Map to help you better focus on the tasks most important to you and quickly address client needs.
#4 - Helping Financial Advisors Work Faster with Asset-Map & Holistiplan
In this webinar, we shared more about Asset-Map and Holistiplan and how you can use both platforms effectively. Asset-Map CEO & Founder, Adam Holt and Holistiplan co-founder, Kevin Lozer provide guidance on how to improve your efficiency, add value to customers, how to serve your clients the best, and more.
#5 - Modernizing the Estate and Financial Planning Process featuring Trust & Will
In this replay, hear from Andres Mazabel, Business Development Manager at Trust & Will, and H. Adam Holt, CEO and Founder of Asset-Map, on how to instantly improve the advisor and client experience by:
Simplifying complex financial topics to create more meaningful conversations
Providing real-time access to a clients' most important documents and financial status
Utilizing tech tools to accelerate back-office operations
#6 - Accelerate Series: The Power of Integrations
Watch this webinar replay to learn how to simplify your tech processes and become more efficient using Asset-Map's integrations.
These integrations include Riskalyze, MoneyGuide, Orion Advisor Tech, Redtail, Wealthbox, and more.
#7 - Accelerate Series: How to Use Asset-Map in Client Meetings
Watch this webinar replay to learn strategies for using marketing materials you can use to introduce Asset-Map to your clients, how to use Asset-Map in a remote or in-person client meeting, and tips for transitioning the discussion to Target-Maps.
#8 - Advisor Tech Stack Series: Meet the Big Three (Asset-Map + Wealthbox + Orion)
Watch this video for an introduction to three powerful advisor technology solutions and how to use them together as part of your workflow.
#9 - Liberty and Advice for All - Providing Financial Guidance to All Clients
In this recording, hear from Wally Darling, Financial Quarterback at Alpha1 Tax&Wealth, David Martinez, Wealth Advisor at SmartPro Financial, and H. Adam Holt, our CEO & Founder as they discuss why financial planning is not just for high-net-worth clients. They'll share live case studies on how professionals who lead with advice are quickly (and efficiently) engaging both prospects and customers with financial guidance in all interactions.
#10 - The Next Evolution of Asset-Map
In this webinar recording, get an exclusive sneak peek of the future Asset-Map experience.
Our own VP of Customer Success, Bobby Lalvani, and Product Manager, Don Tinneny, revealed the next evolution of Asset-Map inspired by user feedback and designed to make it easier (and faster!) to deliver real-time advice in your client conversations.
They also shared:
How the new enhancements help advisors better focus on what's most important to them and quickly address client needs
The new and improved navigation, search functionality, householding, and more that makes delivering advice faster than ever
A behind-the-scenes UX research and development that went into designing a next-level experience for Asset-Map users