Webinar Replay: Accelerate Series | Data Entry Made Easy with Asset-Map
In this recording, get a walk through all the ways you can easily input your client data into Asset-Map.
In this training recording, LiaJean McHenry (Sr. Training Manager) takes you through all the ways you can easily input your client data into Asset-Map.You’ll learn how you can increase your efficiency using the Discovery Interview link (digital fact-finder), Asset-Map Stencils, manual data entry, and more to help optimize your data collection.
More Incoming

October 20, 2026
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Financial Planning
Turning Conversations Into Action: Inside the Asset-Map + Quin Integration
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October 22, 2026
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Financial Planning
Accelerate Series | Turn Needs Analysis Into Effective Conversation: Target-Map Best Practices & Enhancements
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