I had an experience recently when a family friend met with me seven years ago and the recommendation we made based on their Asset-Map was to protect their significant physician incomes in the event of tragedy.
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When advisors want to grow their practice, many try to get to the next level by ramping up sales or by adding new technology that promises growth and scale.
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In the beginning of the robo-advisor movement, digital-only wealth management services offered a pretty simple value proposition.
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There are countless stories told about opposites colliding. One of the most popular is Dickens’ A Tale of Two Cities, which navigates London and Paris in the late 1700s…
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There’s no argument about it: Financial services has a diversity problem.
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When I talk with other team members at Asset-Map about the initial experience we want to deliver to financial planners and advisors, we often talk about getting them to their “A-Ha Moment” as quickly as possible.
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Here at Asset-Map, we’re always looking for new ways to innovate. Sometimes, the innovations that advisors need to enhance their productivity the most require a look at more old-school methods for inspiration.
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