How Evergreen Wealth Strategies Runs Digital Meetings with Asset-Map

Evergreen Wealth Strategies, which was formed in 2012, serves middle American families and investors using a comprehensive planning approach.

Mark Hannah, one of four advisors who started Evergreen Wealth Strategies, knew early in his career that he wanted to offer extensive planning services to his clients. But all too often, the software options for planning limited his ability to do that in an easy-to-understand way.

One of Mark’s partners brought Asset-Map to him and all it took was one client meeting to convince him that it was the only planning technology he needed.

Mark saw the potential of the financial advice industry to move to a digital-first approach in the early 2010s, but it wasn’t until after he implemented Asset-Map that he completely took his client meetings in a remote direction. He now uses Asset-Map as his primary presentation platform for meetings.

Read the full case study on Evergreen Wealth Strategies to learn how Asset-Map not only increased efficiencies in the firm, but also provided the flexibility to thrive in a virtual meeting setting.