Customer Stories
Hear straight from the people who use and love Asset-Map reports every day. Here’s how some of our advisors are strengthening client relationships through the technology they use.
Tax Professionals like Beacon Wealth Consulting Get Clients More Involved using Asset-Map
Susan Joy Bruno, CPA, creates personal treasure maps for her most complex clients, which act as a resource for every member of their household.
Forefront Wealth Partners Used Asset-Map to Boost Conversion Rates by 40%
Eric Negron, CEPA®, and his team used Asset-Map’s intuitive deliverables, hands-on training, and scalable tools to revolutionize Forefront’s processes and boost conversion rates by 40% across the board.
Hemingway Wealth Uses Asset-Map alongside eMoney to Compliment One Another in Planning Conversations
When you use Asset-Map and eMoney together, you not only get the best of both platforms, but you also improve the other ways you can work with clients. Read the full story on how Eric is using both in tandem.
Joe Bauers Uses Asset-Map to Simplify Communication in Client Meetings
When it comes to getting through your day while saving time on small tasks, every minute counts. For Joe, when the obvious solution presented itself, he hopped right on board.
Summit Wealth Group Recouped 1,800 Working Hours Using Asset-Map
Adding Asset-Map reports made it simple for Nick Rose to intentionally communicate with clients and put better plans in place to protect the assets and wealth they’ve built.
Well Lived Wealth Creates Simple Answers to Complex Questions
If you’re like most people, a good cup of ☕️ is an essential start to your day. And if you’re like Molly Ward, Asset-Map is the shot of espresso your firm needs to make complex conversations simple.
CIC Wealth Boosted AUM by $290M with the Help of Asset-Map Discovery
For Malcolm Ethridge, an advisor focused on high-ranking tech executives and business owners, that first point of contact with prospects can make all the difference in building trust and gaining clients.
Jack Choi of Equitable Advisors Tripled Production through Meaningful Client Conversations
In the first year of using Asset-Map, Jack Choi tripled his production and it hasn't stopped increasing. Learn how Choi's production has increased by 10-25% each year.
Henry Swan of Optimal Planning Partners Stays Passionate about Providing Financial Advice
After 40 years in financial services, Henry Swan, ChFC®, CLU® found a way to reignite his passion and elevate his client experience with Asset-Map. Read why Swan said his new financial technology tool gave him the energy to feel like a new agent again.
Valley Strong Credit Union Builds Credibility and Trust with its Wealth Management Services
Like most banks, Valley Strong’s clients tended to be more transaction-oriented for many years. They wanted a financial institution they could trust, and also one that allowed them to do their business quickly and efficiently. That’s where Asset-Map came in.
