At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.
Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.
Join Alison and Mike as they show you how with clarity comes confidence for the informed decisions that improve your clients' financial health and increase the value of your business. They'll also demonstrate how to:
Recognize funding gaps that could impact financial goals
Uncover new opportunities to increase wallet-share
Discover unknown/held-away assets that could be converted