live Webinar Best Practices

Enhance Client Relationships with Asset-Map and Wealthbox

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: 

  1. How Asset-Map’s fact-finding process enhances client onboarding.
  2. How the Asset-Map integration simplifies adding and organizing client data.
  3. Creating actionable, visual Asset-Map reports in minutes.
  4. Streamlining advice delivery to make client meetings more efficient and valuable.

Speakers

Alison Susko

VP of Community

Asset-Map

Andrew Ladwig

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