From Meetings to Momentum: Elevating Client Conversations with Asset-Map and Contio

Client meetings are where relationships are forged, but the administrative friction that follows often stalls progress. 

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Join our Founder & CEO, H. Adam Holt, CFP, and Aaron Klein, Founder & CEO of Contio, in our upcoming LIVE webinar with Contio, where we’ll introduce our newest integration that’s designed to turn every client interaction into immediate momentum. We’ll also demonstrate how this AI-forward partnership empowers advisors to be more present, accountable, and efficient than ever before.

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In this session, you will discover how to marry visual financial clarity with an AI operating system for meetings. Learn how to leverage Asset-Map as your primary interface for real-time financial decisions while Contio handles the heavy lifting of meeting prep, sharp in-meeting intelligence, and flawless follow-through.

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What You Will Learn

• Be Present, Not Distracted: Learn how to launch Contio directly within Asset-Map to capture notes and action items without ever breaking eye contact with your client.
• The Power of Momentum: Discover how Contio turns every conversation into a first draft of a proposal or plan, ensuring no insight or commitment falls through the cracks.
• Seamless Continuity: See how to revisit prior conversation summaries with a single click from the household’s meeting catalog to ensure you are fully prepared for every interaction.
• Strengthen the Human Connection: Understand why investors value modern, user-friendly tech and how this integration elevates the professional expertise you deliver.

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Don’t miss this opportunity to see how the next generation of financial advisors is using technology to become more present and more productive.

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