After your initial Asset-Map training, go deeper to learn about this powerful functionality. Target-Maps helps you to uncover planning gaps + opportunities.
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With the guidance of an Asset-Map expert, our SmartStart sessions will help you explore Asset-Map while building a process that brings long-term, sustainable success for your business and your clients.
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In this repeating monthly webinar, we'll cover best practices for our email templates, social posts, and videos as well as how best to leverage Discovery to generate leads, introduce Asset-Map in meetings and so much more.
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This month we’re showcasing another brand-new instrument-type, offering you the capacity to log Legal documents within the Asset-Map Report, plus we also invite you to watch our CEO, Adam Holt’s spotlight session from our recent AdviceTechLIVE virtual conference, detailing some recent and soon-to-be-released features.
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In this webinar, you'll get an in-depth look at features like Client Portal, Target-Map Comparisons, Beneficiary Visualization, Sidebar, Relationship Maps, Legal, and more!
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In this webinar, we’ll introduce you to our latest feature: Relationship Maps. This powerful solution gives financial professionals like you a clearer, more comprehensive view of your clients' key relationships, helping you visualize not only family ties but also critical financial and personal connections.
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We’re excited to announce two new features presently available for users, as well as three soon-to-be available tools.
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This month we’re excited to announce a brand new experience, Relationship Maps - this game-changing solution doesn’t exist anywhere else in the industry and we’ll dig into just a few of the powerful ways you can use it! We’ve also got a few smaller updates to Beneficiary Maps as you can now view contingent beneficiaries and provide Client Portal access.
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