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(Video) What Do Financial Advisors Actually Do?! #101 Asset-Map

August 05, 2020

Today we get into another great value-add provided by Financial Advisors. #101, @Asset-Map.  Whether someone is just getting started with financial planning, or they are very experienced with high net-worth, Asset-Map is a great way to get everything onto one page and make it simple.  The simplicity is what we love! ...and so do our clients! In this video, part 1 of 2, we get into who the clients are using for other services; Who prepares their taxes?  Who is their attorney?  Who is their insurance professional?    This allows the advisor to work cohesively with those people, and also make sure that our clients have these items taken care of and updated.  If they do not (which is common!), we are happy to introduce professionals that can help.   That is it for today. Make it a great day! 

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