054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko

In this episode, I have the pleasure of welcoming Alison Susko, VP of Community at AssetMap, to explore the revolutionary impact of visual storytelling on the financial advisory landscape. She shares her in-depth insights on how AssetMap's innovative approach is redefining advisor-client interactions, promoting heightened engagement and understanding.AssetMap: Simplifying Complexity for Meaningful Conversations The Genesis: Alison delves into the origins of AssetMap, tracing its roo...