Asset-Map
- Jay Coulter, CFP®, CIMA®
- Apr 29, 2022
- 1 min read
Updated: May 16, 2023
This installment of Advisor Speed Demos from FinancialAdvisor.TV features Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time.
Learn More about Asset-Map: https://www.asset-map.com
Demo Sponsor:
Capital Wealth Planning: https://capitalwealthplanning.com
Presenter: Adam Holt, CEO & Founder of Asset-Map
Host: Gwynneth Shipley, Producer at FinancialAdvisor.TV
Learn more about Advisor Speed Demos from FinancialAdvisor.TV: http://www.advisorspeeddemos.com
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