The Big Picture – What you need to know to win over the Evolving Investor

Onboarding and engaging clients is of utmost importance to an advisor’s practice. Advisors need a quick repeatable process that they can utilize across their business to gather information and illustrate their clients’ financial health in an easy-to-understand way. Telling a story through personalized visualization allows investors to thoroughly understand their own financial inventory and take relevant steps with their advisor towards achieving their financial goals. Join us for a conversation with Adam Holt, Founder and CEO of Asset-Map, to discuss how advisors can guide clients through their financial story using visualization tools. With Asset-Map, advisors can keep their clients engaged through a robust exploration and in-depth management of their financial journey. In this webinar, you will learn: - How to level up client engagement by gathering your clients’ information and visualize the lifetime of conversations with Asset-Map - How to tell the clients’ full story through the main components of the Asset-Map Platform: Discovery Interview, the Asset-Map Report, Stencils, Signals, and Target-Maps - Details about the recent integration between Morningstar Advisor Workstation and Asset-Map