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
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Advisor Success Stories

Malcolm Ethridge
Executive Vice President at Financial Advisor at CIC Wealth
CIC Wealth boosted AUM by $290M with the help of Asset-Map Discovery
Key Points :
  • Uses Asset-Map’s Discovery Tool to create an efficient and powerful first impression
  • Effectively engages prospects with Asset-Map’s solution to gain new clients
  • Creates sample profiles using Asset-Map Stencils that align with client personas, with pre-populated scenarios covering a range of demographics
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Eric Negron, CEPA®
CEO and Advisor Advocate at Forefront Wealth Partners
Forefront Wealth Partners used Asset-Map to boost conversion rates by 40%
Key Points :
  • Uses Asset-Map’s intuitive deliverables, hands-on training, and scalable tools to revolutionize Forefront’s processes and boost conversion rates by 40% across the board
  • Creates scalable and transferable advice while promoting engaging, meaningful conversations
  • Utilizes Asset-Map training, including Boot Camp, to demystify financial planning conversations by getting to the root of client and prospect needs
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Jack Choi
Financial Advisor at AXA Advisor
Jack Choi of Equitable Advisors tripled production through meaningful client conversations
Key Points :
  • Tripled production in the first year after implementing Asset-Map
  • Uses Asset-Map to qualify new prospects and grow the practice the right way
  • Guides clients through a visual financial needs analysis for long-term care planning
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