In this article, we’ll show you the key elements of a business plan, as well as how to make sure that your business plan will be useful and not just gather dust somewhere.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will cover the ins and outs of Asset-Map Stencils. She will go in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients.
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Join experts including Founder & CEO H. Adam Holt from November 7-9, 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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In this article, we’ll go over just what cash flow planning software is and how a company like Asset-Map can help.
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Join Adam and Derek as they speak with industry and fintech veteran, Marc Butler, who was doing wealth tech before it even had a name, as they chat about the use and importance of tech when it comes to the financial well-being of society on a whole.
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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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