Accelerate Series | Asset-Map in Action: Real Client Conversations That Convert

Most webinars tell you what a platform does; this Accelerate session shows you exactly how to use Asset-Map when a client is sitting right across from you.

Join us for a hands-on, live role-playing session where we put Asset-Map to the test in real-world scenarios. We're simulating an authentic meeting, showing you how to build maps on the fly, uncover household gaps, and manage client conversations with confidence.

Here’s what you can expect to learn and adopt into your practice by joining the session:

• Build and edit an Asset-Map in real time, mid-conversation, without missing a beat.
• Use specific language that helps clients visualize their financial picture and lean in.
• Navigate tricky household dynamics without losing momentum.
• Spark immediate engagement and move clients toward a decision.

Whether you're a seasoned Asset-Map user or just getting started, you'll leave with the confidence to lead more visual, compelling, and productive client meetings.

Hosted by: LiaJean McHenry (Sr. Manager, Customer Success) with special guest, John Birney (Sr. Customer Success Advisor).

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