The Marker was added to enhance your client meetings, either in the office or remotely.
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With this upcoming release, we’ve made it possible to capture advice milestones along your customer’s journey in the Asset-Map Platform.
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Join our CEO and Founder, H. Adam Holt, CFP, ChFC, on Wednesday, April 20 at 2 p.m., where he’ll share tips on how to unlock conversations with business owners that are often ignored but critical to the financial security of these clients.
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When Hemingway added Asset-Map to his technology stack, he knew he was getting a tool that would help him easily collect information from both new and existing clients. But in the years since adopting the client engagement platform, he’s also found ways to leverage its capabilities to generate more precise conversations and use its time-saving features to complement plans built with eMoney.
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Get a sneak peek of our upcoming integration with EBIX on Wednesday, May 13 at 3 p.m. ET to see how you can send household financial data from EBIX SmartOffice to Asset-Map and create easy-to-understand, graphically rich views of your clients' assets.
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Asset-Map’s Target-Maps help your clients set the right funding goals by illustrating the situations they need to prepare for and organizing goals based on priority.
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Our CEO, H. Adam Holt, and Mobile Assistant Inc. CEO, Corey Westphal, outline steps in this article to help advisors align their interests in delivering on their value proposition without massive disruption to their current process of delivering financial advice.
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Hear from TJ Hill, Director of Marketing at Asset-Map, and Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten, as they share real-life examples of how advisors are using visual communications to help their audience connect the dots throughout the client journey.
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