Insights That Move Financial Advice Forward

Discover fresh perspectives on building stronger client relationships, leading meaningful conversations, and designing a financial services business built for tomorrow. Explore our latest insights, stories, and ideas—all in one place.
Intergenerational Wealth Planning: Helping Clients Build a Lasting Legacy
Articles
June 24, 2025
Intergenerational Wealth Planning: Helping Clients Build a Lasting Legacy
Listening to clients’ wishes and understanding complex family dynamics is important to craft the best intergenerational wealth plan. You can help preserve and pass a family’s wealth in the most tax-efficient way to ensure a lasting legacy.
Estate Planning Techniques Every Financial Advisor Should Know
Articles
May 5, 2025
Estate Planning Techniques Every Financial Advisor Should Know
From gifting to managing digital assets, we’ve shared estate planning techniques to help you thrive in your practice. Financial planners can improve their estate planning by adopting Asset-Map into their methods.
Elevating Client Success: The Critical Role of the CFP Planning Process
Articles
April 28, 2025
Elevating Client Success: The Critical Role of the CFP Planning Process
Financial advisors using the well-defined CFP planning process can help clients achieve their financial goals more effectively. Following the seven steps outlined by the CFP Board enables seamless financial planning. Financial advisors can further refine their planning processes by integrating tools like Asset-Map.
The Holistic Approach: A Guide to Comprehensive Financial Planning
Resources
February 28, 2025
The Holistic Approach: A Guide to Comprehensive Financial Planning
Comprehensive financial planning takes a holistic approach to managing a client’s financial future, addressing everything from goal setting to risk mitigation. With innovative visualization and mapping tools, Asset-Map empowers financial advisors to simplify complex financial data, engage clients effectively, and deliver personalized, strategic guidance.
Beyond the Basics: Advanced Financial Planning for High-Net-Worth Individuals
Resources
February 11, 2025
Beyond the Basics: Advanced Financial Planning for High-Net-Worth Individuals
Working with high-net-worth individuals (HNWIs) requires a specialized approach due to their complex financial needs, including wealth preservation, tax optimization, estate planning, and legacy goals. Asset-Map offers financial advisors a valuable tool to simplify and visualize these intricate details, helping HNWIs make informed decisions while managing risks.
Putting Your Clients First: Personalized Financial Planning Advice
Articles
February 6, 2025
Putting Your Clients First: Personalized Financial Planning Advice
In today’s world, clients expect more than generic financial advice—they want plans tailored to their unique goals and values. Personalized financial planning helps advisors offer targeted guidance on investments, debt management, and retirement, ensuring clients make informed decisions.

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Press Release: From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps
Announcements
January 28, 2026
Press Release: From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps
New integration seamlessly enriches Asset-Map’s visual household experience with AI-powered precision
Asset-Map CEO H. Adam Holt Named CEO of the Year at the 2025 ThinkAdvisor Luminaries Awards
Announcements
January 15, 2026
Asset-Map CEO H. Adam Holt Named CEO of the Year at the 2025 ThinkAdvisor Luminaries Awards
H. Adam Holt, Founder and CEO of Asset-Map, has been selected as the CEO of the Year at the ThinkAdvisor Luminaries Awards 2025
Press Release: Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations
Announcements
November 6, 2025
Press Release: Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations
New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports.
Product Update: eMoney Advisor Integration
Articles
October 31, 2025
Product Update: eMoney Advisor Integration
We’re excited to announce one of the most highly anticipated and requested integrations in the financial services industry: Asset-Map + eMoney Advisor!
How Advisors Can Use Roth Conversions to Guide Clients
Resources
October 10, 2025
How Advisors Can Use Roth Conversions to Guide Clients
Roth conversions allow investors to pay taxes on their retirement savings when they’re in a lower tax bracket, rather than waiting until later when tax rates may be higher. Today, clients are taking advantage of Roth conversions to fight against market turbulence and economic uncertainty.
September 2025 Product Updates
Product Updates
September 29, 2025
September 2025 Product Updates
This month, we have 2 major updates to share, one, that we teased last month and the other that is coming in the next few months. First up we'll take you in depth through the launch of our new Priorities feature, highlighting an easy way to develop important conversation points. And then we'll give you a peek into our much-anticipated upcoming integration with eMoney Advisor.