In this webinar, get an inside look at the hidden gems and features in Asset-Map that may be a game changer for your practice. See how you can leverage tools like Search and Select, Layouts, and Emojis to elevate your client meetings in presenting the Asset-Map.
Read MoreIn this training webinar, get a practical walkthrough of how Loss of Life Target-Maps are designed to help advisors visualize and prepare for the financial impact of a client’s passing.
Read MoreIn this training webinar, LiaJean McHenry (Sr. Training Manager) will share how to use the Stencils feature to drive peer comparisons that help you uncover opportunities with clients.
Read MoreIn this training recording, LiaJean McHenry, Sr. Training Manager, covers our Target-Maps feature, the logic behind it, and ultimately how you can use it in your client meeting process.
Read MoreJoin LiaJean McHenry (Sr. Training Manager) on July 21st at 3 p.m. ET to learn how to use Discovery to make your data collection process more efficient and potentially uncover new client or prospect assets.
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