In this article, we’ll tell you seven of our favorites and share what we like so much about each. Give each podcast a listen and expand your knowledge of the financial industry.
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In this article, we’ll teach you how to create an outstanding value proposition and let clients know there’s no better option than you.
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Join financial industry leaders from top tactical technology platforms like Asset-Map, Holistiplan, Trust and Will, and Caribou to see how advisors can leverage these strategic platforms to aid their clients’ planning needs.
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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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