Stencils™
Easily overlay common demographics to households to help clients visualize what their peers’ financial picture looks like, helping you to engage in faster conversations on what’s missing or needs attention. Picture a financial version of how Netflix™ informs you what other people like you also watched.
Why are Stencils so Effective?
Stencils act as visual placeholders on an Asset-Map, helping professionals naturally introduce new topics. Use them to guide conversations and ensure important instruments or strategies don’t go undiscussed.
What Stencils are Available?
Every Asset-Map subscription includes ready-to-use Stencil templates—like demographic sets (Boomer, Gen-X, Millennial) and Conversation Basics. Need more? Explore our user-submitted Stencil Library, available upon request.
Build Plans in 30 Seconds
Professionals see the best results when they customize Stencils using their own language. Easily create or modify Stencils just like editing a household and even layer multiple Stencils for a personalized, dynamic view of a client’s finances.
It helps drive an intelligent conversation without repeating the same questions over and over again!
I helped 5 households address Long-term Care last week just because of Stencils!
Clear at a glance. I always like to use pictures to explain things.
TOP 10 STENCILS
1. General Fact-finder
6. Business Owner
2. Baby Boomer (65+)
7. Physician
3. X-Generation (45–65)
8. Military/Government Employee
4. Milennial (30–45)
9. Corporate/Employee Benefits
5. Building Blocks (solutions)
10. Retirement in 5 years or less
Special Mention: The most common custom Stencils are those created by professionals with a deep knowledge of a specific niche, including corporate employer groups (i.e. Executives at XYZ Corp).
0.82
Seconds
Average time to Apply Stencils
25
Minutes
Average time saved creating a Household
250,000+
Applied
Stencils applied all-time