This month, we'll show you an in-depth look at our biggest integration yet with Holistiplan, a quick update on Entity Ownership, and a sneak peek into our upcoming Boot Camp product training session.
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In this article, we’ll review the best practices for recruiting financial advisors, from leveraging social media and job boards to fostering a company culture that attracts and retains top talent.
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In this webinar, see how utilizing these features can enhance and streamline your data entry workflows and help you get client data into the Asset-Map platform faster than ever before.
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For financial advisors, the rise of AI and its technologies, such as machine learning, ChatGPT, and algorithms, represents a significant shift in how they approach financial planning, wealth management, and client engagement.
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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.
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Join 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.
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In 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.
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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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