In this webinar, LiaJean McHenry (Sr. Training Manager) will cover Asset-Map Signals, which automatically identifies a household's financial capacity to weather critical events that commonly disrupt a client’s financial well-being.
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Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab Advisor Services, which will allow Asset-Map’s industry-leading visual financial advice engagement experience to be integrated with Schwab Advisor Center’s® APIs, providing advisors with valuable information to better serve their clients.
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In this webinar, LiaJean McHenry (Sr. Training Manager) will share Asset-Map's brand-new feature, Drafts. This cutting-edge tool will aid Financial Professionals (LIKE YOU) in mapping out, illustrating, and optimizing your client's financial situations.
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Finding the perfect candidate for a financial analyst or advisor often feels like a guessing game—one that burns through your money, time, and energy. In this article, we’ll cover the importance of vetting the right fit and what questions to ask to find just that.
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In this webinar, LiaJean McHenry (Sr. Training Manager) covered the ins and outs of Asset-Map's Discovery Interview Tool. Learn how to onboard new leads/clients seamlessly with Discovery by making your data collection process more efficient and potentially uncovering new assets/opportunities.
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In this article, we’ll discuss the difference between employing robo-advisors vs. human financial advisors and why a hybrid approach may be your best option.
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While artificial intelligence (AI) has been around since the mid-90s, it’s only recently become widely accessible to the public. In this article, we’ll address the question on every advisor’s mind: Will AI replace financial advisors?
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The new Asset-Map + Morningstar Advisor Workstation integration creates a seamless technology experience with real-time sharing of client data and visual reports to enhance advisor efficiency, while helping you build more meaningful conversations.
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