Asset-Map’s Post

🎥 Clients often struggle to pick goals that align with their financial plans, or they simply don't know what options are available to them. So, what's the solution? Join Morningstar's Ryan O. Murphy and Samantha Lamas for a webinar on Goals-Based Financial Planning, a method that can boost client outcomes by over 15% and increase satisfaction by aligning financial plans with personal goals. SAVE YOUR SEAT! – https://buff.ly/3z6ttTJ ✅ Learn about the research that inspired fpPathfinder's popular Master List Of Goals checklist ✅ Help clients identify and overcome behavioral biases ✅ Discover the common thinking blind spots that affect goal setting

🎥 Clients often struggle to pick goals that align with their financial plans, or they simply don't know what options are available to them. So, what's the solution? Join Morningstar's Ryan O. Murphy and Samantha Lamas for a webinar on Goals-Based Financial Planning, a method that can boost client outcomes by over 15% and increase satisfaction by aligning financial plans with personal goals. SAVE YOUR SEAT! – https://buff.ly/3z6ttTJ ✅ Learn about the research that inspired fpPathfinder's popular Master List Of Goals checklist ✅ Help clients identify and overcome behavioral biases ✅ Discover the common thinking blind spots that affect goal setting

Although Future Proof is over, our expert client communication tips are here to stay 🌟 Sean Brown , CEO of YCharts, shared in Financial Planning, "Even a small message from an advisor could make a big difference—even if the client doesn't read the note." 📩 Get key takeaways from Sean’s panel with Samantha Russell & Adam Cox, where they discussed best practices for financial advisors to build stronger connections and attract new clients with game-changing insights from YCharts’ latest survey on client communication 🚀 Learn more from Tobias Salinger: https://hubs.la/Q02QW8Lq0

When it comes to financial reporting solutions, "good enough" just wont cut it! No matter how complex your reporting needs are, ReportFYI from FYIsoft, Inc. can help you simplify the process. Check out these 3 scenarios of complex financial reporting, the risk of doing nothing and your ideal solution to the situation here: https://bit.ly/47anXKy

Looking to streamline your Q4 reporting? Agora's report builder helps you quickly create detailed, professional investor reports. Message me to connect for a quick ☕ to discuss this further.

Are you a finance professional looking to revolutionize your workflows? Or a business owner seeking to optimize financial processes for better efficiency? Join us on April 17 from 12 pm EAT for an exclusive webinar where we'll unveil the secrets of streamlining financial workflows with monday.com. Discover how monday.com can simplify your workflows and empower your team to achieve more. This is your first step towards financial efficiency! Don't miss out! Register here 👉 https://wkf.ms/3xa2xB8!

A new era of investor reporting. Introducing Agora’s Report Builder—designed to make investor reporting simple, customizable, and professional. With just a few drag-and-drop actions, you can create dynamic reports that seamlessly integrate investor data, ensuring transparency and efficiency. Learn more: https://buff.ly/3B2gvXJ

Looking to optimize your reporting processes for Q4? Agora’s industry-leading report builder streamlines the creation of professional, comprehensive investor reports in a matter of minutes. If you're interested in learning how this tool can enhance your efficiency and streamline your operations, feel free to send me a message.

When it comes to financial reporting solutions, "good enough" just wont cut it! No matter how complex your reporting needs are, ReportFYI from FYIsoft, Inc. can help you simplify the process. Check out these 3 scenarios of complex financial reporting, the risk of doing nothing and your ideal solution to the situation here: https://bit.ly/47anXKy

🌟 Client Success Story! 🌟 🚀 Last week, I had a fantastic conversation with a long-time client who has been using Dynamic Planner for client profiling for years. 💡 They shared some incredible feedback 💡 🚀 'Six months ago, I started using Dynamic Planner properly, and it has transformed my business. Everything is so much easier now. With the cashflow and review reports, I have something tangible to give my clients. I love it!' 🚀 ☀ Hearing our value echoed back by clients without any prompting is just fantastic. It’s a testament to the impact we make in financial planning. 🚀 #FinancialPlanning #DynamicPlanner #BusinessTransformation