March 2026 Product Updates
As we shift into a new season, we’re focusing this month on the roots of your practice: the relationships and reputation that make your advice indispensable. This month’s newsletter is packed with everything you need to elevate your practice: fresh webinar recordings, new training opportunities, and a feature highlight designed for immediate impact. Let’s clear away the winter complexity and cultivate a more engaged, visual client experience together!
Recently, we debuted our new AI-powered integration with Jump, designed to bridge the gap between a great meeting and an actionable plan.
Watch the recording to see how our first AI integration helps you:
- Automate Follow-Ups: Save hours every day with AI-assisted meeting summaries
- Scale Your Practice: Redirect reclaimed time toward proactive client service
- Ensure Accuracy: Keep Asset-Map Reports aligned with real client intent
While an Asset-Map reveals what your client has, the Relationship Map reveals who they care about and who depends on them. By visualizing the entire family construct, including multi-generational interdependencies, business partners, and legal entities, you become an indispensable family advocate.
Using a Relationship Map proves you understand the why behind every financial decision, building the deep trust necessary to empower client action.
- Uncover Multi-Generational Opportunities: Include parents and adult children on the map to proactively discuss generational challenges, such as aging parents' health and wealth or the eventual transfer of an estate.
- Identify Financial Interdependencies: Use the map to visualize anyone who is financially dependent on your client, or whom the client depends upon, ensuring no hidden obligations or risks are overlooked.
- Clarify Complex Structures: For high-net-worth clients, use Relationship Maps to illustrate the architecture of trusts (revocable, irrevocable, special needs) and business entities, showing how assets roll up to the primary members.
Relationship Maps is the ultimate GPS for the family tree, designed to help you and your clients get on the same page—literally.
Start Using Relationship Maps
The advisors growing fastest today have mastered two things:
- Creating a client experience people love
- Making it easy for those clients to share it
In a world where prospects consult ChatGPT, Gemini, and Google reviews before they ever book a call, your digital reputation is your pre-meeting handshake. If you aren't standing out before the first conversation begins, you’re losing business you didn't even know was interested.
Recently, we sat down with Wealthtender to talk about how to bridge the gap between award-winning technology and sustainable firm growth. We showed off how to use Asset-Map and Wealthtender to turn great conversations into online credibility.
Watch the recording to learn how to use these tools to help prospects find you, trust you, and become the clients who help the next ideal prospect discover you.
Thank you to everyone who joined this month’s Accelerate session, where we explored how to turn financial fears into a simple, one-page visual plan of action using Signals and Target-Maps.
Join us in April for our next Accelerate:
Fuel Your Client Engagement Engine | Hidden Gems for Practice Management
Join LiaJean McHenry for a deep dive into Asset-Map’s "hidden gems" to transform stagnant data into a repeatable, visual engine for proactive client engagement.
You’ll learn to use tools like Interactive Reports and "What-If" Drafts to move beyond stale PDFs and position your firm at the center of every client’s financial journey.
Join us April 23, 2026 | 3 PM (ET)
More Ways to Power Up Your Practice
Weekly Trainings:
Smart Start
New to Asset-Map or looking for a refresher to start the new year?
This 60-minute session will help you
- Navigate the platform with confidence
- Build a repeatable process
- Set the foundation for long-term success for your practice and your clients
Offered LIVE every Tuesday at 1 pm ET
Register for Smart Start Training
Target-Maps
Once you’ve completed Smart Start, dive deeper with Target-Maps to:
- Identify planning gaps
- Uncover new opportunities
- Drive more proactive, advice-led conversations
Offered LIVE every Tuesday at 3 pm ET
Register for Target-Maps Training