Get Started Fast with No-Cost Training
FREE 60 min sessions including the core features and functionality of Asset-Map.
Learn from the Pros at Asset-Map to get up and running quickly!
Learn from the Pros at Asset-Map to get up and running quickly!
Smart Start Training
New to Asset-Map? This 60 minute session covers the platform from A-Z.
Personalized guidance from an Asset-Map expert to explore the platform with confidence
Smart Start sessions help build a repeatable process for long-term success with your clients
Learn through a structured three-part framework: Building, Planning, and Completing the Picture
Target-Maps Training
Next step in your journey to help deliver real value.
Advance your skills with in-depth training after your initial Asset-Map onboarding.
Dive into Planning in Asset-Map, focusing on how to structure meaningful client conversations.
Learn to use Target-Maps to easily identify gaps and uncover new planning opportunities.
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Webinars
Monthly Accelerate Webinars
Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)
Join our free 60-min monthly webinars for deep dives on best practices, strategies, and real ways to use Asset-Map in your practice.
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Monthly Webinar
Map to Growth: Marketing Asset-Map to Prospects & Clients
Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)
Join us on the first Monday of every month at 12PM ET and learn how to strategically and effectively market Asset-Map as a value-add to your clients and prospects. In this repeating monthly webinar, we'll cover best practices for our email templates, social posts, and videos as well as how best to leverage Discovery to generate leads, introduce Asset-Map in meetings and so much more.
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Take Your Practice to the Next Level
Access deep-dive training designed to sharpen your strategy and bring lasting value to your practice.
Asset-Map University
Asset-Map University offers self-directed online courses helping you to better understand Asset-Map at the deepest levels.
Asset-Map Certification
Self-paced
Content available on-demand after certification
Credentials shareable via social media channels
Best for: advisors that prefer to learn on their own time and at their own pace
Asset-Map Boot Camp
Boot Camp is a virtual, in-depth, three day training event focused on the concerns of an individual advisory practice.
Focused on ROI
Live event/Networking
Engage with Asset-Map experts including
CEO H. Adam Holt
CEO H. Adam Holt
Recording available 30 days post event
Best for: advisors that want a live, focused and deeply immersive experience
Did You Know?
Asset-Map has additional custom training options designed specifically for larger groups, firms and enterprises.