The Top 3 Investments in your Advisory Practice for 2020

When: Dec 12, 2019 from 12:00 to 13:00 (ET)

Spend 30 minutes with H. Adam Holt, CFP, ChFC, veteran advisor and fintech thought leader as he shares the findings of Asset-Map’s 2-year Customer and Advisor Journey survey. Leave empowered with a self-assessment to determine the top 3 investments you should focus on for your personal practice in 2020.