In this live training webinar, learn how to leverage your Household Index to mine your book of business for new opportunities. You'll also see how to apply Stencils to your households in a strategic way to drive productive conversations.
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Get a first-hand look at Asset-Map's newest enhancement, Stencil Library.
Learn how to leverage organized lists of “specialty” Stencils allowing you to preview, select from, or edit a pre-populated list of widely requested Stencils, or create and save your own custom Stencils to your personal library.
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Cheryl Nash becomes the newest member of Asset-Map’s board, joining fellow independent executives across wealth management and financial services.
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This article delves into the rise of tech in wealth management, the essential features of modern tools, and how integrating these tools can future-proof wealth management practices.
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This article delves into the varied aspects of small business financial planning, from cash flow management to retirement planning, and illustrates how Asset-Map can be a pivotal tool in crafting a solid financial plan for entrepreneurs.
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In the coming years, these emerging trends will shape the financial planning landscape. Get familiar with these trends and make sure that you’ll adapt to these changes to stay ahead in the industry.
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In this article, we’ll discuss the day-to-day responsibilities of an FP&A analyst and the software they use to complete their duties.
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As CEO and Advisor Advocate at Forefront Wealth Partners, Eric Negron, CEPA®, is on a mission to empower advisors and create real, tangible results for clients. Read on to learn how Negron used Asset-Map’s intuitive deliverables, hands-on training, and scalable tools to revolutionize Forefront’s processes and boost conversion rates by 40% across the board.
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