TECHNOLOGY TRAININGS: Addressing Financial Planning Gaps and Boosting Client Engagement
Director of Practice Management Corey Brodsky brings to you a webinar with Asset-Map to hear how its leading financial engagement platform supports any gaps in your financial planning processes by digitizing the client experience for growth and engagement. During this webinar, you'll also see how to use a one-page visualization of a client's entire financial inventory to boost client retention and increase revenue in today's competitive landscape. Recorded July 22, 2020.