Webinar Replay: Accelerate Series | Filling in the Gaps using Asset-Map Stencils
In this video recording, LiaJean McHenry (Sr. Training Manager) shares how to use the Stencils feature to drive peer comparisons that helps uncover opportunities with clients.
In this video recording, LiaJean McHenry (Sr. Training Manager) shares how to use the Stencils feature to drive peer comparisons that helps uncover opportunities with clients.She also touches on the new "Request a Stencil" feature that provides you with a list of custom stencils you can add to your Asset-Map Reports.
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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