Our Founder, Derek Notman was fortunate enough to join fellow advisor turned entrepreneur, H. Adam Holt, for a recent asset-map webinar aptly titled ‘Tales from Two Advisors: Mastering the Remote Digital Advice Delivery Experience‘.
What is Asset-Map?
Asset-Map, like Conneqtor is a virtual advisor tool that allows advisors to provide a comprehensive advisory experience that not only engages, but empowers clients to make better decisions. The software allows advisors to collaborate with clients on their ideal virtual financial map, subsequently allowing them to realise their financial hopes and dreams.
Why use Asset-Map? Its simple – it allows you to be more efficient, more calculated, and therefore increases your revenue generation potential!
Tales from Two Advisors: Mastering the Remote Digital Advice Delivery Experience
H. Adam Holt and Derek Notman, both embraced the digital financial model over seven years ago. Since then, they have both launched successful products that seek to not only empower advisors by directly addressing the pain points advisors face when transitioning to a remote virtual model.
In the webinar, the two discuss:
- How to create a robust digital footprint to attract new clients.
- Digital fact-finding (from shoeboxes to Dropbox).
- Managing a virtual meeting calendar.
- How to present impactful visuals virtually.
- Virtual team management.
Click the image below to view the webinar:
