Our Client Support Specialist, Sean Dodds, offers three important ways we can grow during these uncertain times in order to build a better, and more beautiful, community.
Read More
Hear from CEO and Founder of Asset-Map, H. Adam Holt, on how to prepare for pre-retirement conversations.
Read More
Two-thirds of investors say they want their advisor to do more to visualize the data shown to them. Read why advisors providing engaging visualizations to their clients are enjoying deeper client relationships.
Read More
Check out these three recommendations from CEO and Founder, H. Adam Holt, to create a high-performance firm for yourself.
Read More
This year’s T3 Technology Survey included Asset-Map for the first time, and we couldn’t be happier with the results. Asset-Map was included in the “Financial Planning” category, and we posted the second-highest user rating of any planning software according to the advisors who responded.
Read More
Asset-Map Stencils save financial advisors time by overlaying placeholders representing different assets, insurances, liabilities, and incomes to help clients compare their Asset-Map Report to their peers and encourages them to fill in the missing gaps.
Read More
Watch this video to hear from both Asset-Map and Black Diamond on how using these platforms together helps you become a more efficient advisor.
Read More