Our Top 10 Most Popular Posts of 2019
By TJ Hill, Director of Marketing
New website. New branding. New building.
This year was full of amazing milestones for the Asset-Map team and we want to thank all of our loyal Asset-Map users for joining us on the incredible ride that was 2019.
As we look toward the future, let’s take a moment to look back on the past year and count down our top ten blog posts from 2019.
10. How to Build an Advisory Practice from the Inside-Out
Asset-Map CEO, H. Adam Holt, shares how the key to advisory growth starts with understanding the financial and administrative needs before beginning a large hiring or sales effort.
He also shares tips on how developing your firm’s strengths leads to a more productive team, a better internal culture, and a business that provides more value and better service to clients.
9. How to Compete (And Win) Against Robo-Advisor 3.0
In the beginning of the robo-advisor movement, digital-only wealth management services offered a pretty simple value proposition.
As the third wave of robo-advisor evolution ties financial planning more closely to investment selection, and robo-advisors continue to add more valuable services (like high-yield cash accounts and insurance solutions), advisors also have to adapt their approach in how they communicate their value.
8. Three Questions with Adam Holt of Asset-Map
Asset-Map Founder & CEO, H. Adam Holt, chatted with Cindy Taylor of FA Mag on the following three topics:
Areas of fintech that will grow the most in the coming five years
The next major innovation in financial technology
The biggest success to date for Asset-Map
7. When Did We Stop Valuing Our Loved Ones?
Preparing clients for the future has to include uncomfortable conversations. While financial advisors wish retirement planning could be a smooth operation all of the time, that’s simply not a reality for the vast majority of consumers.
As an advisor, you have to make your clients think about life events that the typical human doesn’t want to consider, like death, disability, and long-term care.
Learn how to ensure your clients have a plan for the 6 L’s:
Liquidity (emergency)
Long-term disability
Loss of life
Long-term care
Longevity
Legacy
6. Case Study: How Well Lived Wealth Creates Simple Answers to Complex Questions
In this case study, Molly Ward of Well Lived Wealth shares how she:
Found a more efficient client communication method
Makes complex conversation people-friendly
Improved meeting preparation, fact-find, and wallet
5. Making Better Financial Decisions Through Visualization
The world of finance can be extremely complex and difficult for your clients to navigate, especially if they’re retired or approaching retirement.
Providing clients with a holistic visualization of their finances on paper creates a unique clarity that helps them be honest about their needs. And having an honest conversation with your client and help them make better financial decisions.
4. Giving Advice to the Money-Minded Millennial
Showing millennials the healthy financial habits of their peers and how they stack up in comparison holds tremendous power.
Whereas “hate-liking” someone else’s glamorous vacation posts on Instagram can create jealousy, showing a client their finances in comparison to their peers can create positive momentum.
When planning finances for a millennial, check out this top five list of financial situations common to millennials that financial advisors should review.
3. Case Study: How One Advisory Firm Recouped 1,800 Working Hours Using Asset-Map
Nicholas Rose, financial advisor at Summit Wealth Group, shares how he used Asset-Map to:
Create a consistent process for all of his prospects and clients
Maximize his time and productivity when meeting with clients
Uncover additional under-employed capital for new investment management
2. How to Treat Financial Planning as a Virtual Profession
In the modern age, advisory firms need to be paying attention to digitization throughout industries to understand the expectations that investors are bringing with them into financial services.
Financial planning is positioned to become the next virtual profession, but financial advisors need to have the right tools in place to make it an easy transition.
Learn what forward-thinking advisors are doing to share financial plans in meaningful ways with their clients.
1. Target-Map Cash Flow Details
This past October, we were thrilled to release Cash Flow Details for Target-Maps based on user feedback. And the positive response, including reader numbers, was incredible!
Cash Flow Details make it easier than ever for Asset-Map users to have confidence in their conversations with clients when projecting funding towards future spending goals.
As we head into 2020, we look forward to continue gathering feedback and suggestions from our loyal user base so that we can continue innovating and making Asset-Map a leading financial technology platform.
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