In this webinar, we covered Asset-Map's newest feature Target-Map Comparisons. This feature allows you to select up to three Target-Maps at a time to make quick adjustments to areas, such as Expected Net Return on Capital, Annual Increase of Contributions, and Duration of Contributions.
Read MoreJoin Asset-Map and Holistiplan, as they cover quick and easy access to all the in-depth tax tools you need combined with visual maps to guide your client conversations.
Read MoreIn this article, we will review the key components of a successful marketing automation strategy for financial advisors, including the importance of segmentation, the power of email marketing, and the role of analytics in refining marketing approaches.
Read MoreEffortlessly 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.
Read MoreAdapting 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.
Read MoreEmbracing 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.
Read MoreCheck 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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