Throughout the past decade, the term "young adult" has been used interchangeably with the term "millennial." This term refers to Americans born between 1981 and 1996. In this article, we’ll touch on what to know about millennials and GenZ adults and the initiatives you can take when working with them.
Read MoreJoin our Product and Customer Success teams as they walk through all the new features and functionality in the Asset-Map platform.
Read MoreWatch this training webinar replay to hear from LiaJean McHenry and CEO H. Adam Holt as they cover six key areas to address when working with high-net-worth clients.
Read MoreAs a service-based business, choosing the right kind of clients is essential for a financial advisory firm. In this article, we’ll talk about the importance of prospecting and some of the top strategies you can try to grow your client base.
Read MoreYou can now create, save and reuse up to five Target-Map financial goals templates. Using the Custom Target-Map Template offers you the ability to create and reuse your preferred capital requirements.
Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale.
Read MoreLead generation is vital for the growth of a financial planning business. In this article, we’ll discuss the benefits of lead generation and the newest strategies to grow your client base.
Read MoreJoin us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn. Kobus is well respected not only in his homeland, South Africa but globally as a professional driving advisors forward.
Read More
