Accelerate Series | How to Prospect Smarter, Onboard Faster, and Engage Longer.

You’ve had the first meeting. The prospect seemed interested, nodded along, and promised to send over their statements. Then the follow-up stalls. The documents trickle in, or never arrive. When the second meeting finally happens, you spend half of it gathering facts instead of building trust. Meanwhile, the firm down the street walked in with a polished deliverable and won the relationship before you had the full picture.

The problem isn’t your expertise. Prospects decide in the first few interactions whether you truly understand them, and a stack of forms and spreadsheets rarely makes that case. Asset-Map changes the first impression. 

With Discovery, prospects share their financial details before you ever meet, so your first conversation starts with insight instead of paperwork. Stencils let you show a prospect what their financial picture could look like before they’ve committed. Priorities bring what matters most to each household into focus, so every recommendation feels personal. And the Client Portal keeps clients connected to their map between meetings, turning a one-time presentation into an ongoing relationship.

In this webinar, you’ll learn how to:

• Send Discovery ahead of the first meeting so you arrive prepared and the prospect arrives engaged
• Use Stencils to create a compelling “what if” moment for prospects who haven’t signed on yet
• Capture client Priorities early and connect them to every conversation that follows
• Set up the Client Portal so clients stay engaged and informed after onboarding
• Build a repeatable prospecting-to-onboarding workflow you can use with every new household

You’ll leave with practical steps you can put to work in your next prospect meeting.