SmartStart Training Program

With the guidance of an Asset-Map expert, our SmartStart sessions will help you explore Asset-Map while building a process that brings long-term, sustainable success for your business and your clients.

SmartStart sessions will follow our three-part training framework (Organize, Analyze, and Capitalize) designed to help you master Asset-Map.

SmartStart
 
 

New to Asset-Map? Start Here!

 
 

SELECT A SMART START SESSION

Learn Asset-Map from A-Z in 60 minutes!

Using the links below, select a Smart Start session that is most convenient for you. Sessions are held LIVE every weekday from 1PM to 2PM EST.

Financial_Map_Icons_13.png
 

 
 

Join a Target-Maps Training Session Too!

 

THE NEXT STEP AFTER SMART START

After your initial Asset-Map training, go deeper to learn about this powerful functionality. Target-Maps helps you to uncover planning gaps + opportunities.

Target-Maps training held Tuesdays & Thursdays at 3PM EST.