September Practice Management: Communicate Financial Decisions in Divorce using Asset-Map

5 (1 vote)

September 2nd, 1:00 PM Eastern

Join Adam Holt and CDFA certified financial professionals as they run a case study communicating the before, during and after complexities of divorce and how it impacts their financial life. Accelerate the conversation using visuals to give your client peace of mind, regardless of their past involvement in joint financial decisions.

1. See how to quickly get all parties on the same page through visual financial inventories
2. Learn how to discuss and broach critical financial risks, resulting from a divorce
3. Find out ways to help both sides of the table quickly get to agreements on how to distribute financial instruments

H. Adam Holt

CFP®️, ChFC®️

CEO and Founder, Asset-Map

H. Adam Holt has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers.