Thursday, Feb 20, 2025 at 2:00 PM ET
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Learn how to streamline onboarding and advice delivery with Asset-Map and Wealthbox. Discover how to create impactful visuals and simplify client meetings with integrated workflows. Join Asset-Map and Wealthbox to explore best practices for financial planning success.
This webinar will cover:
Speakers
VP of Community
Asset-Map
Director of Business Development
Wealthbox
“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”
Adam Holt
Founder and CEO of Asset-Map