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Asset-Map Blog

Get insights on how to strengthen client relationships, create illuminating conversations, and build a financial services business for the future. You can find that and much more in our most recent blog articles.

 
Asset-Map named as 2024 ‘Thought Leadership’ Winner in WealthTech Americas Awards
Asset-Map named as 2024 ‘Thought Leadership’ Winner in WealthTech Americas Awards

Asset-Map has been selected as a winner in the ‘Thought Leadership (Non-Consultancy) (US)’ category at The WealthBriefing WealthTech Americas Awards 2024.

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TJ HillFebruary 26, 2024Press Release, Awards
Upcoming Live Webinar: Deepen and Scale Client Conversations Using Visuals (Featuring Ross Riskin of visiWealth)
Upcoming Live Webinar: Deepen and Scale Client Conversations Using Visuals (Featuring Ross Riskin of visiWealth)

Join Ross Riskin, Alison Susko, and Sean Dodds to see how you can uncover new opportunities with clients and prospects by making meetings more collaborative.

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Sue BaeFebruary 21, 2024Webinar
Grow Your Practice with Financial Advisor Recruiting Firms
Grow Your Practice with Financial Advisor Recruiting Firms

This article explores the strategic importance of financial advisor recruiting firms in sourcing top talent, offering insights into how the right candidates can significantly contribute to the growth and reputation of your advisory practice.

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TJ HillFebruary 19, 2024
Live Training Webinar: Uncover Opportunities with Asset-Map Tools
Live Training Webinar: Uncover Opportunities with Asset-Map Tools

In this live training webinar, learn how to leverage your Household Index to mine your book of business for new opportunities. You'll also see how to apply Stencils to your households in a strategic way to drive productive conversations.

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Sue BaeFebruary 16, 2024Accelerate Series
Webinar Replay: Introducing Asset-Map Stencil Library
Webinar Replay: Introducing Asset-Map Stencil Library

Get a first-hand look at Asset-Map's newest enhancement, Stencil Library.

Learn how to leverage organized lists of “specialty” Stencils allowing you to preview, select from, or edit a pre-populated list of widely requested Stencils, or create and save your own custom Stencils to your personal library.

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Sue BaeFebruary 15, 2024Replay, Webinar Replay
Press Release: Asset-Map Adds Cheryl Nash to Board of Directors
Press Release: Asset-Map Adds Cheryl Nash to Board of Directors

Cheryl Nash becomes the newest member of Asset-Map’s board, joining fellow independent executives across wealth management and financial services.

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TJ HillFebruary 15, 2024Press Release, In The News
Advanced Wealth Management Tools for Financial Advisors
Advanced Wealth Management Tools for Financial Advisors

This article delves into the rise of tech in wealth management, the essential features of modern tools, and how integrating these tools can future-proof wealth management practices.

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TJ HillFebruary 12, 2024
Optimizing Growth: Small Business Financial Planning
Optimizing Growth: Small Business Financial Planning

This article delves into the varied aspects of small business financial planning, from cash flow management to retirement planning, and illustrates how Asset-Map can be a pivotal tool in crafting a solid financial plan for entrepreneurs.

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TJ HillFebruary 6, 2024
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