In this fun & fast paced episode we cover the guests and "mic drop" learning moments from 2022 to help you Rethink your year and hopefully provide you some tactical points you can use to thrive in the New Year.
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Join experts including Founder & CEO H. Adam Holt from February 8-10, 2023 on how to become an Asset-Map power user and boost ROI in your client meetings during Boot Camp 101 and Boot Camp 201.
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While there are a lot of channels that you can use to build your book of business, no approach is as quick to set up as cold calling. Referrals are great, but they’re bound to dry up. Then, you’d need to go back to lead generation techniques like cold calls, cold emails, and basically being a salesperson for your business to get that pipeline full again.
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2022 has been an exciting time for the Asset-Map team! This year we accomplished a lot and look forward to achieving more as we move forward! In the spirit of year-end roundups, we wanted to share our top 10 blogs of 2022!
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Here’s a video wrap-up of our most popular content and accomplishments from this past year. We look forward to seeing you again in 2023!
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In this webinar, LiaJean McHenry (Sr. Training Manager) will walk through Asset-Map Signals, which automatically identifies a household's financial capacity to weather critical events that commonly disrupt a client’s financial well-being.
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Whether you’re having a phone call, Zoom session, or an in-person meeting, the first meeting between a certified financial planner (CFP) and a new client is important. First impressions matter. And the first client meeting is when both parties decide whether they’re a good fit and should continue working together.
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“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more.
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