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LiaJean McHenry

Sr. Training Manager at Asset-Map

LiaJean McHenry is the Sr. Training Manager at Asset-Map, a financial planning technology company.16 She plays a key role in conducting webinars and training sessions for Asset-Map users, focusing on best practices, features, and tools offered by the platform.14 McHenry has been involved in various educational initiatives, including:

  1. Hosting webinars on Asset-Map best practices to help users get up and running quickly.1
  2. Conducting training sessions on data entry methods for Asset-Map.3
  3. Presenting marketing strategies for incorporating Asset-Map into advisors' value propositions.4
  4. Introducing new features like Relationship Maps to enhance client engagement.7

McHenry's LinkedIn profile indicates that she has been with Asset-Map for at least a year, as evidenced by her posts and activities related to the company.25 Her role involves helping financial advisors and professionals maximize their use of Asset-Map's tools to improve client relationships and financial planning processes.

Highlights

Apr 26 · linkedin

Asset-Map University (AMU) helps advisors take Asset-Map to the next level. If you're using Asset-Map and looking for in-depth training, consider enrolling and get your course certifications! Reach out to me if you have questions.

I am certified in both our Level 1 Platform, and Level 2 Process AMU certifications, are you? 😎

P.S. We have a Level 3 Expert Certification coming later this year 💃 🚀 🤩

Related Questions

What are some key features of Asset-Map that LiaJean McHenry highlighted?
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What specific training sessions has LiaJean McHenry led at Asset-Map?
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LiaJean McHenry
LiaJean McHenry, photo 1
LiaJean McHenry, photo 2
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Location

Philadelphia, Pennsylvania, United States