A scalable and replicable process that helps professional advisors uncover the client facts while engaging them in a non-threatening experience where all interests are aligned. That’s Asset-Map.
Imagine if a firm’s advisors could collaborate their best ideas and advice on 10 households in 30-minutes every week. That’s Asset-Map.
Consider if you could identify every household the firm has ever met with and identify those that are most exposed in the event of a long-term care event or have underfunded retirement accounts. That’s Asset-Map.
What if you could create a process that makes it simple to put different expert eyes on a customized fact-finder to ensure suitability of advice in mere moments? That’s Asset-Map.
What would happen if your existing CRM, portfolio analytics and practice management tools were all integrated into a singular customer centric hub built around continuous fact-gathering? Again, Asset-Map.
Consider what would happen if your customer and advisor experience was exactly the same in face-to-face, digital/mobile and remote meeting environments therefore training only one interface experience. You would be using Asset-Map.
Asset-Map offers a simple visual representation for each client account that serves to keep the discussion on target and assists the advisor in uncovering gaps in the plan. Going into a meeting without it is like building a house without using blueprints. Simply stated, client meetings with Asset-Map are more focused and productive.
Best thing I’ve ever seen for coaching/training new advisors to succeed in the business.
--John President, Raleigh NC
Best. Thing. Ever. Thanks again for developing and spearheading this game-changing tool. The numbers in St. Louis, and for my personal practice, are gaining great momentum. I can say that using Asset-Map is a direct contributor to this success. Frankly, it’s the best tool I’ve ever seen to enhance communication with clients.
-– Firm EVP, St. Louis
Mapped Financial Instruments
Professionals using the Asset-Map Platform have visually mapped $326 billion in financial instruments (as of December, 2016).
Asset-Map, show me every female household business owner over age 55 with income over $100,000, investable assets over $500,000, insufficient life insurance and no Long-term Care solution.
Asset-Map was built to visually validate the people, facts and relationships that exist in a household or business. In doing so, this facilitated data gathering process is uniquely geared to promote Know Your Client (KYC) expectations from the client and regulatory perspectives. The suitability of recommendations are greatly enhanced when a visual representation of facts is available.
This leads to measurable compliance metric gains revealed by Asset-Map firms in the US.
Asset-Map has the capacity to generate required client profile reports in addition to sending digital data to populate CRM, backend compliance systems and Straight-through-processing (STP) technologies.
The Keystone Habit for all Professionals:
Founder Adam Holt shares how committing to small wins every week helps firms provide timely and proactive guidance by applying their collective expertise to their client’s current financial condition on a regular basis. This habit has been proven to engage clients in an appealing experience and is responsible for significant gains in wallet-share and managed lines of business.