In this live training webinar, get a first-hand look at Asset-Map's newest enhancement, Stencil Library.
Read More
In this article, we’ll cover the three types of compensation structures commonly used by financial professionals. After understanding these three types, you should be able to make a more informed decision on pricing your services as a financial professional.
Read More
Join us on January 16th at 2pm EST as we walk through a specific use case detailing a client’s journey and how an advisor or firm can leverage their technology stack and not miss a beat.
Read More
In this guide, we’ll break down the role of fee calculation for financial advising. Whether you take a straightforward approach with a flat fee structure or opt for a percentage-based model, you’ll know exactly how to calculate your worth.
Read More
In this article, we’ll cover seven ways to enhance your financial advisor practice management so you can focus on what really matters—your clients.
Read More
In this comprehensive guide, we’ll provide financial advisors with the essentials to kickstart their business, covering everything from identifying target demographics to managing financial operations effectively, leading to a well-rounded approach to establishing a successful financial advisory firm.
Read More
In this webinar, LiaJean McHenry (Sr. Training Manager) covered Asset-Map Signals, which automatically identifies a household's financial capacity to weather critical events that commonly disrupt a client’s financial well-being.
Read More
In this webinar, LiaJean McHenry (Sr. Training Manager) will share the 'Cliff Notes' of Asset-Map, where she'll go over the core Asset-Map best practices regarding features, insights, hidden gems, and more! The purpose of this training will be all about exposure to all the tools Asset-Map has to offer and where to go for unlimited resources and support options.
Read More