Effortlessly upload clients’ tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds with the new Holistiplan Integration.
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Adapting to the rapidly changing landscape of the financial planning industry is crucial for advisors looking to stay competitive and effectively meet their clients' complex needs. Asset-Map offers a dynamic solution that empowers advisors to confidently embrace industry trends, ensuring exceptional, personalized service delivery. Explore Asset-Map's features and benefits today, and take the first step towards transforming your advisory practice for the challenges and opportunities of tomorrow.
Asset-Map announced a new integration with Holistiplan, the industry-leading tax planning software for financial advisors.
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Embracing innovation and technology is essential for financial advisors seeking to scale their business and enhance client service delivery. Asset-Map stands out as a critical tool in this journey, offering solutions that streamline financial planning, improve client engagement, and support scalable business models.
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Check out the Asset-Map and The National Association of Insurance and Financial Advisors (NAIFA) webinar that highlighted the brand-new “Caring Conversation” Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence.
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Embracing Asset-Map and the strategies outlined in this article can significantly enhance a financial advisor's sales process, leading to better client acquisition, satisfaction, and long-term retention. Explore Asset-Map's features and benefits today to discover how it can transform your approach to sales and client management.
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Explore Asset-Map’s features to increase client engagement and elevate your meeting efficiency and client satisfaction, reinforcing the value of personalized, informed financial advisory services in achieving client financial goals.
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This month, we'll show you brand new enhancements to Target-Maps, a new global integration with Plannr, a UK-based CRM tool, and we'll preview a special release for next month: a groundbreaking integration that'll make tax planning easier than ever!
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