Customer Stories
Hear straight from the people who use and love Asset-Map reports every day. Here’s how some of our advisors are strengthening client relationships through the technology they use.
Eric Hemingway, AIF®
Managing Partner, Hemingway Wealth Management
Hemingway Wealth Uses Asset-Map alongside eMoney to Complement One Another in Planning Conversations
Key Points :
- Seamlessly utilizes Asset-Map alongside eMoney to complement one another in planning conversations
- Improved the efficiency of his fact-finding process to help create a game plan for providing advice
- Saves time and stays organized, while creating an overall better client experience
Advisor Success Stories
Eric Hemingway, AIF®
Managing Partner, Hemingway Wealth Management
Hemingway Wealth Uses Asset-Map alongside eMoney to Complement One Another in Planning Conversations
Key Points :
- Seamlessly utilizes Asset-Map alongside eMoney to complement one another in planning conversations
- Improved the efficiency of his fact-finding process to help create a game plan for providing advice
- Saves time and stays organized, while creating an overall better client experience
Richard Ramos CFP®, CIMA®, RMA®
LPL Financial Advisor at Valley Strong Retirement & Wealth Management Group
Valley Strong Credit Union builds credibility and trust with its wealth management services
Key Points :
- Keeps clients focused and engaged during reviews.
- Quickly completes prep work to be fully prepared for meetings.
- Uncovered additional underutilized capital for new investment management.
Terence Tobin, CFP
Financial Advisor
How to shift to collaborative planning with the value of Asset-Map
Key Points :
- Uses Asset-Map to create a better planning experience for both the advisor and clients.
- Bridges the gap with clients through a two-way street approach, creating a more collaborative experience.
- Breaks down communication barriers using clear Asset-Map visuals.