July Monthly Memo
New & Improved Sync!
You can now right-click on the Integrations icon to instantly sync your integrations! And, you now have the optional ability to sync all active integrations within a Household. Plus, when you check the integration tabs in Member and Instrument modals, you can see the latest sync information.
Last Chance to Save Your Seat for the Summer 2023 Virtual Boot Camp (8/8 - 8/10)!
Don't miss out on this immersive training, where you'll learn from experts like our Founder & CEO H. Adam Holt on how to become an Asset-Map power user and ultimately boost ROI in your client meetings.
Digital Events to Power Up Your Practice
We're excited to let you know about some recent and upcoming online events designed to help your business excel with Asset-Map.
Join the Asset-Map and Redtail teams to see how you can improve your client experience with the latest updates to our integration, allowing you to ultimately simplify data transfers, reduce busy work, and improve client experience.
?In this webinar, LiaJean McHenry (Sr. Training Manager) shared our newest feature Custom Branding (available to Elite subscriptions), and other marketing assets to help you introduce Asset-Map and showcase the value you bring to the table.
Asset-Map in the News
See what everyone is saying about our conversation-starting software. Catch up with the latest interviews, articles, and news from our team.
Listen to the full podcast, where our CEO, Adam Holt, joined Kyle Van Pelt from Milemarker to talk about how Adam’s passion for architecture led him to create what Asset-Map is today and much more!
领英推荐
Check out the full article where our CEO was quoted about the?pressure on advisors to clearly demonstrate the value they deliver to clients, and how technology will play a key role.
Our CEO, Adam Holt, joined Mike Langford and John Prendergast on their podcast, The Augmented Advisor, to talk about Asset-Map and all things advice engagement.
Listen to the full conversation between our VP of Community, Alison Susko, and Lara Galloway, as they talk about breaking down intricate concepts and transforming them into a concise delveriable for your clients.
Asset-Map on the Airwaves: New Podcast Available
Stay up-to-date with all things Asset-Map by enabling our?Amazon Skill?and then saying, "Alexa, play the latest update from Asset-Map."
In this episode, Derek and Adam asked 10 different thought leaders what they think the biggest challenge facing wealth management is and what they’re doing to overcome them for their 50th episode of Rethink.
Join Adam, Derek, and special guest Josh Curtis, who shares his experience of growing up in a cult and its many similarities to the financial services world.
CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.
1 年So many podcasts- too little time! Little innovations matter. Easy buttons and more. Asset-Map #LeadWithAdvice