When Richard Hughes, a top 50 portfolio manager in Cananda and co-founder of Canada’s Best Pension Plan (CBPP), attempted to improve service levels in the group retirement space and differentiate himself from other advisory firms, he found an ally in Asset-Map.
Read MoreWe’ve added increased functionality and made improvements to the user interface of our Redtail integration in this month’s product update.
Read MoreA financial advisor’s job is to help clients with all forms of financial planning — from managing your client’s personal finances to investment management to selecting the best insurance policy. But what makes a good financial advisor? Naturally, there are some key characteristics that make for a good advisor.
Read MoreIt’s normal if you’re unsure how to proceed next, whether you’re an investment advisor focusing on entrepreneurs, a wealth advisor specializing in estate planning and retirement planning, or starting out your own firm as an RIA. The new opportunities popping up can be quite confusing. In this article, we’ll guide you through the best tips you can follow to grow your clientele and become the successful financial advisor you’ve always wanted to be.
Read MoreIn this webinar, two advisors turned wealthtech CEOs, Andrew Altfest of FP Alpha and Adam Holt of Asset-Map, will breakdown the power of utilizing client deliverables and technology to not only propose planning advice to clients but also how to ensure that address the deficiencies in underserved planning areas.
Read MoreJoin us as we speak with industry news & media veteran Cindy Taylor and dive into what she’s seeing behind the curtain. Something can be learned from the trends people like Cindy see that get lost in the media snippet and myopic channel following that we wanted to rethink.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) shared how you can use Asset-Map to engage clients in more meaningful financial conversations in your next client review meeting. She covered how to leverage the incredible tools within Asset-Map such as the Asset-Map Report, Stencils, Target-Maps, and so much more!
Read MoreThere are five questions every financial advisor should ask during client meetings. Here’s the list you need to improve your relationships with clients.
