Join Adam Holt, CEO and founder of Asset-Map, and Dan Snyder, Director of Personal Financial Planning at AICPA, as they discuss setting up your practice for a successful and profitable future.
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In this webinar, LiaJean McHenry (Sr. Training Manager) shared the many ways you can fact-find through features within Asset-Map, such as Asset-Maps' Discovery Interview tool, Stencils, Integrations, etc. She also shared the number of resources available we have available when you need support.
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In this session, we explored the art of visualizing your clients' financial world as it is today and then demonstrated how technology can create captivating visuals as you guide your clients to a new financial future.
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Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will share the many ways you can fact-find through features within Asset-Map, such as Asset-Maps' Discovery Interview tool, Stencils, Integrations, etc. Along with sharing the number of resources available when you need support.
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In this session, we will explore the art of visualizing your clients' financial world as it is today, and then demonstrate how technology can create captivating visuals as you guide your clients to a new financial future.
Read More
We’re thrilled to announce the latest update to our Signals feature, which includes a Snooze option. You can now use the Snooze or Wake buttons to activate or deactivate one or multiple Signals.
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In this article, we’ll explore seven common financial planning strategies that you can recommend to your clients to bring them closer to their financial goals.
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