Accelerate Series: The $83 Trillion Opportunity | Master Estate Planning Conversations with Asset-Map

The Great Wealth Transfer is officially here. For financial advisors, this monumental shift represents both a massive $83 trillion opportunity and a critical practice-retention challenge.

Standard estate planning often feels like a massive, dense cloud of technical jargon. Most clients don't want to read a 100-page binder, let alone share it with their kids. If they don't understand the plan, they won't trust the process.

Are you equipped to guide your clients through it and secure the next generation of wealth?

Join LiaJean McHenry (Sr. Manager, Customer Success) to discover how to transform complex estate discussions into clear, visual, and actionable plans. Learn how to leverage Asset-Map’s core features to deepen client engagement, future-proof your practice, and cement your role as a trusted multi-generational advisor.

What You’ll Learn:

The Power of Visuals (Relationship Maps & Beneficiary Visualizations): Learn to act like a financial home inspector for your clients' legacies. Discover how to use Relationship Maps to bring multi-generational sandwich generation dynamics to life and use Beneficiary Visualizations to run algorithmic financial fire drills that instantly reveal whether a client's money will actually go where they expect it to.

Seamless Collaboration (Drafts & The Client Portal): Master the art of "What-If" planning using Draft Mode to model shifting assets into trust chassis or cleaning out financial closets without altering the current state of affairs. See how to leverage the Client Portal to give unengaged spouses and next-gen heirs continuous, secure, read-only access to their big-picture map.

Practice Growth & Scalability: Learn specific language nuances and frameworks, like always asking "What’s the exit plan?" for every financial instrument, to effortlessly gather assets, secure referrals, and connect with the next generation of wealth.

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