How to Boost Conversion Rates by 40% by using Asset-Map

As CEO and Advisor Advocate at Forefront Wealth Partners, Eric Negron, CEPA®, is on a mission to empower advisors and create real, tangible results for clients.

He started his career from the ground up – and he knows what it’s like to be the underdog in a room full of advisors managing hundreds of millions of AUM. Now that he’s in a position to help other advisors find success through Forefront Advisor Network, he’s focused on building connections, confidence, and capabilities for his team through mentorship and resources.

One hurdle Negron wanted to tackle upfront was implementing consistency and scalability across the board. The issue: Clients want clear ways to understand their financial situation, but how could Forefront find a solution that worked for each and every advisor.

When Negron first saw Asset-Map’s sleek, one-page deliverables, he knew he was onto something. While other tools tend to be more complicated, Asset-Map made everything simple enough to work across both clients and prospects.

With Asset-Map’s intuitive deliverables, hands-on training, and scalable tools helped revolutionize Forefront’s processes and boost conversion rates by 40% across the board.