Stencils™
Overlay Peer Data and Accelerate Engagement
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?
Think of a Stencil as a placeholder.
When reviewing an Asset-Map, a professional can use a placeholder to naturally broach topics in the normal course of conversation.
“Your peers commonly have a/an [instrument]. I put it on your Asset-Map Report as a placeholder to make certain we discuss where/why it fits.”
What Stencils™ are Available?
All Asset-Map Platform subscriptions come with a set of fact-finder Stencil templates, demographic Stencils (Boomer, Gen-X, Millennial, etc.) and several helpful standards including Conversation Basics.
A collection of submitted Stencils from users can be accessed upon request using our Stencil Library.
Can I Build My Own Stencils™?
Professionals who use their own language within the Stencils claim the most effective outcomes with clients. Creating a Stencil or modifying an existing one is as easy as editing a household.
You can even layer Stencils over other Stencils to create completely unique views of household finances.
What Professionals Are Saying
“It helps drive an intelligent conversation without repeating the same questions over and over again!”
— Richard H.
“I helped 5 households address Long-term Care last week just because of Stencils!”
— Gary C.
“Clear at a glance. I always like to use pictures to explain things.”
— Kevin Y.
