Join experts from Asset-Map, Orion, and UI Charitable where they’ll cover how shifting the conversation to values and philanthropy can deepen client relationships, enhance retention, and even impact wealth transfer.
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In this training webinar, you’ll master live presentations using Asset-Map and unlock the power of key features like Stencils, Target-Maps, Signals, and more!
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In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. They talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling.
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In this webinar, you'll learn how to analyze a household's Signals to identify potential scenarios that may warrant deeper planning through Target-Maps.
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In this webinar replay, see how integrating three powerful solutions—Asset-Map, Holistiplan, and Nitrogen—connect seamlessly to simplify your tech stack and bolster your client interactions.
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See how integrating three powerful solutions—Asset-Map, Holistiplan, and Nitrogen—connect seamlessly to simplify your tech stack and bolster your client interactions in this joint webinar.
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In this episode, Adam Holt & Derek Notman speak with successful advisor turned speaker and author Derrick Kinney to chat about our obsession with technology over humanity. A fun conversation covering things from to differentiate ourselves through stories to what people (clients) actually want.
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Discover how to create impactful visuals and simplify client meetings with integrated workflows. Join Asset-Map and Wealthbox to explore best practices for financial planning success.
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