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 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.
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.
Joe Bauers
Financial Advisor
Joe Bauers uses Asset-Map to simplify communication in client meetings
Key Points :
- Saves time when preparing for client meetings.
- Seamlessly integrates the entire tech stack.
- Improves the overall client experience.