Plug Asset-Map Into Your Practice in 3 Easy Steps
Let’s get you promoting Asset-Map as a value add for your practice. Check out our quick guide below where we cover the free materials you can download and utilize in your marketing efforts.
1. Download the Marketing Kit
Our team has developed a collection of downloadable materials that you may use to promote your Advisory practice/firm's usage of Asset-Map to your clients and prospects.
Click here to download the kit which contains customization posters, flyers, a press release, and more.
Curious how the Marketing Kit contents will look? Check out this sample advisor website!
2. Embed the ‘Financial Organization’ Video
We’ve designed a one-minute animated explainer video meant to capture your website visitors attention, show them how your use of Asset-Map puts you ahead of the pack, and helps to accelerate the advice process. And we’re giving it to you for free.
To make use of the animated video, you can copy the embed code and paste it wherever on your site you'd like to embed the video:
<div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/935844009?badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Asset-Map Helps Your Clients Organize"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script>
Send Us Your Website URL
In order to ensure the animated explainer video can be properly displayed on your site, we will need the URL of the website where you plan to embed it. Please enter your email below and we will notify you once your site has been added to the approved list. If you want a customized version click here.
3. Embed Discovery Interview in your Site
Now you can put buttons, links and even your own personal QR Code on your digital presence. These will redirect interested parties in starting the Asset-Map Process towards your personalized Discovery Interview link.
Visit the DISCOVERY page in Asset-Map Platform to copy your link and download your customized QR Code.
Bonus: Get a Custom Explainer Video
With this offering, you’ll be able to purchase a white-labeled version of our animated explainer video for use on your website. We offer two versions, one with the standard ending seen above, and another with a “Start your Discovery” call-to-action. Each video will include your firm’s logo, contact information and disclosure. To learn more, visit our online store by clicking here.