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Resources
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Guide
Monday, August 14, 2023 Asset-MapThe Financial Advisor’s Digital Audit Checklist
Your website serves as the introduction to your business and is typically how prospects find you online. Make a good first digital impression with our checklist and build strong relationships with your clients, while converting prospects into customers. -
Guide
Monday, July 31, 2023 Asset-Map7 Marketing Best Practices for Your Firm
Marketing = Brand recognition and educates potential customers about your services, ultimately leading to higher sales. You may offer the newest products and exceptional customer experience but if no one has heard of you, then how will you be successful? -
Guide
Tuesday, June 13, 2023 Asset-MapWhere Does Your Firm Rank?
Understanding the most memorable stages of your clients' journey is the first step to building a better practice. Use this worksheet to learn how your firm ranks when it comes to delivering a best-in-class customer experience.
About Asset-Map
Asset-Map is the financial picture that’s worth a thousand decisions. In 15 minutes or less we put the important information about your client’s financials in one shared picture: the start of an easy-to-understand process for bigger advice conversations. With clarity comes confidence for the informed decisions that improve your clients’ financial health and increase value for your business.
