This year received a record-breaking number of nominations: nearly 1,000 entries from more than 350 companies. We're proud to announce that Asset-Map has been selected as a finalist in three Technology Providers categories, including CEO of the Year, Specialized Planning Applications, and Thought Leadership.
Read MoreIn this episode, Adam Holt & Derek Notman chop it up in the Rethink tank by taking questions live from financial advisors on everything from mistakes made to what they would do differently if they re-started their career journey. Raw and unfiltered, don’t miss this fun conversation where you are sure to learn a thing or two.
Read MoreHear from Michael Bradley, financial advisor, as he shares how he's using Asset-Map and Morningstar Office to build meaningful conversations through a seamless technology experience with real-time sharing of client data and visual reports.
Read MoreIn this webinar, the Asset-Map and Morningstar Office teams are joined by advisors who will share how they're building meaningful conversations through a seamless technology experience with real-time sharing of client data and visual reports.
Read MoreJoin LiaJean McHenry (Sr. Training Manager) on July 21st at 3 p.m. ET to learn how to use Discovery to make your data collection process more efficient and potentially uncover new client or prospect assets.
Read MoreJoin us on July 12th - 14th, 2022 for an upcoming Boot Camp session. Learn from experts including Founder & CEO H. Adam Holt on how to become an Asset-Map power user and boost ROI in your client meetings.
Read MoreIn this episode, Adam Holt and Derek Notman are joined by Philipp Hecker, CEO of Bento Engine & Dr. Meg Lurtz, Ph.D. in Personal Financial Planning. They discuss the importance of being proactive in providing clients with financial advice.
Read MoreMeyer brings his extensive experience as Chief Marketing Officer at both Sierra Lending Corporation and Income& to Asset-Map where he will be responsible for developing and executing innovative strategies to take Asset Map’s growth to the next level.
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