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Asset-Map Blog

Get insights on how to strengthen client relationships, create illuminating conversations, and build a financial services business for the future. You can find that and much more in our most recent blog articles.

 
Say Hello to the New Asset-Map
Say Hello to the New Asset-Map

Making decisions on our own can be exhausting. There’s even a term — decision fatigue — to describe how we can get worn down by even the smallest choices as they’re stacked on top of each other.

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pjfampFebruary 28, 2019Branding
How to ‘Tidy-Up’ Your Financial Life
How to ‘Tidy-Up’ Your Financial Life

It’s no secret that for nearly every single one of us, getting more organized is a priority.

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pjfampFebruary 12, 2019Financial Advisor, Financial Planning, Financial Services, Fintech, Konmari
Asset-Map Welcomes FinTech Industry Veteran John DeVincent to Their Board of Directors
Asset-Map Welcomes FinTech Industry Veteran John DeVincent to Their Board of Directors

Today, Asset-Map announces that John DeVincent has joined the company’s Board of Directors, bringing more than 20 years of financial client service and marketing experience.

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Asset-MapJanuary 17, 2019In The News
The Most Important Investments Advisors Can Make In Their Firm
The Most Important Investments Advisors Can Make In Their Firm

The pace of change in financial services is not slowing down. Financial advisors today have to keep innovating within their own four walls to stay ahead of new competition and keep their current clients happy.

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pjfampDecember 18, 2018Financial Advisor, Financial Planner, Financial Planning, Financial Services, Fintech
The Future of Fintech Still Needs Human Advisors. Here’s Why.
The Future of Fintech Still Needs Human Advisors. Here’s Why.

All of us want to know what the future holds. It’s why there’s an age-old fascination with fortune tellers, and at least partly why science-fiction stories are so popular in modern times.

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Asset-MapDecember 11, 2018Fintech
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