Join fpPathfinder and Asset Map to learn how advisors can navigate TCJA sunset planning conversations with clients! Check it out 👇
THIS WEEK we're teaming up with fpPathfinder to cover navigating client conversations and planning opportunities surrounding the looming TCJA sunset. Register here 👇 https://hubs.ly/Q02LzZkD0
CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.
Looking forward to this webinar on Thursday! So many planning opportunities that professional advisors are missing… and their clients are too! Get informed. Proactive advice is worth paying for… finding out after the fact? -Not so good!! Timing matters here friends. Asset-Map #LeadWithAdvice
THIS WEEK we're teaming up with fpPathfinder to cover navigating client conversations and planning opportunities surrounding the looming TCJA sunset. Register here 👇 https://hubs.ly/Q02LzZkD0
GReminders featured on the 'Finding Fintech" podcast! We talked about all the ways GReminders integrates with Redtail and Wealthbox. Click the link below to watch the full video!
GReminders is an online scheduling and reminder tool to help advisors manage their appointments. Xeaira Burkett shared with us a behind the scenes tour of the platform. 📺Full Video https://lnkd.in/eu-DC_JQ
Our metadata stripping tool is used at over 800 sites, some with over 10,000 users - come along on 31 July if you're interested to hear more #legalcompliance #metadatamanagement #legaltech
Want to learn more about how you can improve your firm's metadata management? 🏛️ ⚖️ Join us on July 31st as our expert Maria Clancy takes you through how your firm can reduce risks and ensure security when sharing files when using BigHand Metadata Management. Key topics will include: ● How you can prevent any detrimental information breaches when sharing files 🛡 ● From documents to videos, learn how you can clean metadata from all the file types you need 📄 ● Experience the speed and ease at which you can use the tool in your day to day and ensure risks are minimized when sharing files ⌛ Don’t miss out on discovering how to optimize your legal operations and register here: https://lnkd.in/e72JWcrA
You can now create defined lists of options for arguments in Workflows! These work great for managing profiles, environments, or your Pokédex. Blog by Lili Wilson here 👉 https://lnkd.in/gG38wmd3
"The greatest piece of knowledge in a any dev org is in the bash history of your most senior engineer." Workflows in Warp let you democratize that knowledge. More powerful than aliases, you can build out templated commands with arguments. And now, with new enums, you can even define lists of options for any argument in a workflow. Great work Lili Wilson on your completed intern project! Making command line workflows easier for devs, one ship at a time! 💪
You can now create defined lists of options for arguments in Workflows! These work great for managing profiles, environments, or your Pokédex. Blog by Lili Wilson here 👉 https://lnkd.in/gG38wmd3
I help real estate investors master the power of underwriting in order to mitigate risks and maximize profitability.
Unlock Exclusive Access! 🔑 When you sign up for my underwriting course you gain access to my dedicated Office Hours. You can join me live as we dive into real deals and uncover insider tips and tricks to master the art of underwriting! 👀
🚀 Introducing our new feature: the Audit Log! Effortlessly track changes to staff profiles, including position, name, line manager, and home access permissions. Stay on top of updates with ease! Mentorsoftware.co.uk sales@mentorsoftware.co.uk
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