In this webinar, LiaJean McHenry (Sr. Training Manager) will share Asset-Map's brand-new feature, Drafts. This cutting-edge tool will aid Financial Professionals (LIKE YOU) in mapping out, illustrating, and optimizing your client's financial situations.
Read MoreFinding the perfect candidate for a financial analyst or advisor often feels like a guessing game—one that burns through your money, time, and energy. In this article, we’ll cover the importance of vetting the right fit and what questions to ask to find just that.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) covered the ins and outs of Asset-Map's Discovery Interview Tool. Learn how to onboard new leads/clients seamlessly with Discovery by making your data collection process more efficient and potentially uncovering new assets/opportunities.
Read MoreIn this article, we’ll discuss the difference between employing robo-advisors vs. human financial advisors and why a hybrid approach may be your best option.
Read MoreWhile artificial intelligence (AI) has been around since the mid-90s, it’s only recently become widely accessible to the public. In this article, we’ll address the question on every advisor’s mind: Will AI replace financial advisors?
Read MoreThe new Asset-Map + Morningstar Advisor Workstation integration creates a seamless technology experience with real-time sharing of client data and visual reports to enhance advisor efficiency, while helping you build more meaningful conversations.
Read MoreIn this webinar, we’ll explore the advantages of embracing a holistic approach to tax and financial planning advisory, discuss how tax practitioners are seeing success by leveraging personal financial planning technology to facilitate conversations with their clients and share strategies for adding and delivering additional services to your tax practice.
Read MoreFinancial planning for couples is an intricate process that involves aligning two people’s life goals, understanding each other's financial habits, and fostering a harmonious financial environment. This article will discuss the dynamics of merging finances and how you can best support your clients!
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