Virtual Event

Scaling Advice: How to Make the Financial Planning Process More Efficient

Thursday, May 18 at 12 pm eastern

NAIFA and Asset-Map have teamed up to show how they're enabling financial professionals like you to lead with advice. See how in 15 minutes or less, you can put the most critical information about your clients' financials in one shared picture: the start of an easy-to-understand process for more extensive advice conversations.

Join Alison Susko and Mike Hemmert of Asset-Map 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
  
  

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