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Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement With H. Adam Holt

Financial Advisor Success

CHAPTER

The Importance of Having Technical Preeminence

A lot of advisors, like just, they've only lived in financial planning software. So I know the whole point is this literally visualization and we're on an audio podcast here. But can you try to paint a picture a little? Like, for someone who has never, never seen this, never seen what the company offers,. What is an asset map? A picture is worth a thousand words. so what would have to do the thousand words? A thousand words. Have you given a time for this? Um, okay. We learned over the years that what mattered to me as an advisor didn't matter to the client. It was whittled down to something that made me feel,

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