ASSET MAP + RISKALYZE: PARTNERSHIP WEBINARRegister
What are the secrets to conducting impactful advisory conversations from your home or in-person? In this webinar, Shane Hall (Financial Planner at Shane Hall Financial) and leaders from Asset-Map and Riskalyze are going to share:
- Strategies for using Asset-Map and Riskalyze to boost client engagement in the current environment
- How to set up a visual representation of client assets with Asset-Map and overlay information from Riskalyze through the free integration
- Ways to position your tech stack to increase efficiencies and cut down on duplicative processes
We look forward to seeing you soon!