Fact Gathering and Customer Engagement is the Key to Proactive Guidance. 

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What Clients want from their Financial Professional

CEO and Founder of Asset-Map, H. Adam Holt, ChFC® shares how insights learned from candid customer feedback and years of testing proved out that simple-rich visualizations are among the most effective ways to apply professional guidance in a client’s best interests.

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"I use Asset-Map with every existing client. It has been helpful in uncovering assets and showing how to reposition accounts to address other needs."

-Financial Advisor Randy, Los Angeles

"I want to thank you personally for creating Asset-Map. It is really everything I wanted in a process with my clients. It has really brought back a passion for me in this business."

-Financial Professional Margaret, NYC

"I already have other powerful financial planning tools available to me, but my business partner brought Asset-Map into the annual meeting this year for our client. She said 'I love this! It’s so easy! Why didn’t you use this before?!!'"

-Financial Professional Josh, Philadelphia

5 Common Steps Advisors Take using Asset-Map 

Here’s How We Do It

1

Advice Starts With Organizing The Facts.

Good advice is based on the collection and understanding of our client’s facts.  Who is involved and important, the entities they support, and the financial decisions that have been made to date.  Collecting this data has to be easy and intuitive and Asset-Map | Stencils allows us to fact-find incredibly fast.

2

Simple-rich Visuals Engage Clients & Prospects

Something happens when you create a picture of the facts. We are trained to understand the relationship and ask questions about what we don’t understand. Visuals also help us explain why certain relationships exist. In financial advice, Asset-Map is used to gain a better comprehension of the facts and gain insight to elevate the current condition.

3

Interpreting The Current Financial State

What's wrong with this picture? Applying our knowledge, expertise and experience to an existing Asset-Map with all the relevant facts is fast and informative. Putting our eyes on a client's financial world is critical for providing proactive guidance.

4

Priorities and
Progress

Target-Maps help advisors determine the level of funding a client has toward the most pressing goals and concerns.  By focusing on the actions required to fully fund, advisors can help a client understand the actions that will promote addressing the priorities and ongoing progress.

5

Permission to
Provide Ideas

When professionals see something out of place we have the expectation to provide guidance.  Bringing new ideas to the table by using Asset-Map and Target-Maps is easy and fast.

Impact on Practice Management

Something unexpected happens when we review facts in a visual frame on one page- a map. Relationships between people and facts become clear and new questions arise. The truth about the current condition becomes apparent. When advisors are on the same page with their clients a renewed relationship of advisor insight can occur leading to straight-forward educational opportunities to elevate a client’s current state of affairs.

Advisors from investment, insurance, legal and tax professions have all found similar impact to their practices after introducing Asset-Map: better fact-finding and client engagement at their firms leading to meeting customer expectations in delivering that advice. Take a moment to experience how Asset-Map is helping advisors deliver more with less.

Case Study

What Clients want from their Financial Professional

CEO and Founder of Asset-Map, H. Adam Holt, ChFC® shares how insights learned from candid customer feedback and years of testing proved out that simple-rich visualizations are among the most effective ways to apply professional guidance in a client’s best interests.

View More Case Studies

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