Join us as we chat with futurist Ian McKenna and discuss the future of financial advice delivery and what advisors need to think about to stay relevant today.
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On Tuesday, Asset-Map, the popular visualization software provider announced the firm had closed a $6 million Series B funding round.
Headquartered in Philadelphia, Asset-Map, with a workforce of 40, has now raised $7.6 million in total funding since inception.
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Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to bring the fintech’s visualization and financial planning tools to Cetera’s roughly 8,000 financial advisors.
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Join Tom Hood, EVP of Business Engagement & Growth at AICPA, Adam Holt, CEO and founder of Asset-Map, and Dan Snyder, Director of Personal Financial Planning at AICPA, as they discuss best practices for successful and engaging advisor-client communication. Learn which questions to ask to bring your clients into the tax advisory and financial planning conversation; building confidence and leading them to make informed decisions about their financial lives.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will share how Education Target-Maps within Asset-Map are structured, best practices, and run through scenarios at a high level.
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In this webinar, each company will demonstrate how their tools enable the advisor to create measurable value for clients regardless of how markets are currently performing.
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In this webinar, LiaJean McHenry (Sr. Training Manager) shared how Loss of Life Target-Maps within Asset-Map are structured, best practices, and run through scenarios at a high level
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In this webinar recording, see how the Asset-Map + Wealthbox integration helps clients visualize assets to drive informed decision-making.
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