Creating a Remote Financial Planning Experience

Hear from Susan Joy Bruno CPA/PFS, CFP, and H. Adam Holt, CEO of Asset-Map, discuss how to deliver a truly engaging financial planning experience using an exciting new visual format that is so simple and fun to use that you will want to work on your own financial plan before your clients!  


Have Questions?

Contact Asset-Map at 888.664.8850 or click here to schedule a demo.