How to Create a Powerful First Impression in Discovery Meetings with Asset-Map

With over a decade of experience in the financial services industry, Malcolm Ethridge now works with a team of 20 other advisors and is based near Washington, D.C., where he supports clients ranging from senior tech managers to business owners and even retirees.

Ethridge needed a process and a technology solution that worked for everyone — something that gave him a way to instantly connect and address a prospect’s needs, whether that individual was referred to his services or just found him through Google search. That’s when he found Asset-Map.

Ever since Ethridge first heard about Asset-Map back in 2019, he instantly knew he’d found the solution he needed to work with prospects and gain new clients. He used the Discovery Tool, which allowed Malcolm to showcase his expertise for each individual he met, in addition to saving time and keeping prospects organized. His value to a prospect’s financial life couldn’t be clearer.

Read more about the firm’s success in the CIC Wealth’s case study.