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

Marty Higgins, CFP®, ChFC
Financial Advisor
Family Wealth Management’s visual plans are worth a thousand decisions to clients
Key Points :
  • Saved time by optimizing the mind-mapping process.
  • Improved participation and AUM from employee-sponsored benefit programs.
  • Uncovered previously undisclosed client holdings.
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Susan Joy Bruno, CPA
Managing Director of Personal Finance Planning at Beacon Wealth Consulting South, LLC
Tax professionals like Beacon Wealth Consulting get clients more involved using Asset-Map
Key Points :
  • Uses Asset-Map’s Discovery Tool to start conversations and instantly shape a picture with clients.
  • Effectively engages clients through honest conversations and an easily digestible visual of a client’s lifelong financial journey.
  • Creates a clear plan built on intentional, informed choices to take a more holistic approach and deliver advice in real time.
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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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