CEOs H. Adam Holt and Derek Notman, occasionally referred to as the Fintech Cowboys Butch and Sundance, are teaming up once again for several big announcements.
Read More
In this webinar, LiaJean McHenry, Sr. Training Manager at Asset-Map, shares the ins and outs of an Asset-Map household to showcase how financial professionals can uncover new opportunities and present them to clients in-person or virtually.
Read More
In this video, hear from our Sr. Training Manager, LiaJean McHenry, as she dives into the differences between our inbound and outbound Discovery interview links.
Read More
Delivering expert financial advice to clients going through major life changes like divorce is critical to your role as a financial professional.
Read More
Hear from H. Adam Holt and Kevin Lozer who shared how Asset-Map and Holistiplan are compressing the financial and tax planning processes.
Read More
Given the sensitive nature of client information in financial services, Asset-Map is committed to providing a safe and secure platform. As part of an ongoing effort to protect this personal data, we’re excited to announce that as of today every subscriber can now enable multi-factor authentication on their account
Read More
Join our upcoming live training learn how to save time using Asset-Map Stencils by overlaying placeholders (assets, insurances, liabilities, incomes, etc.) on Asset-Map Reports to help fuel ongoing client conversations, fill in gaps, and introduce new topics.
Read More
In this replay, hear from CEOs Robert Sofia and H. Adam Holt as they showcase 3 full-blown marketing campaigns that leverage the power of Asset-Map with the content and easy automation of Snappy Kraken.
Read More