Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, announced the agenda and benefactors for AdviceTech.LIVE 2023, its fourth annual industry crowd-sourced virtual showcase.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will cover the ins and outs of Asset-Map's Discovery Interview Tool. Learn how to onboard new leads/clients seamlessly with Discovery by making your data collection process more efficient and potentially uncovering new assets/opportunities.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) covered the ins and outs of Asset-Map Stencils. She went in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients.
Read MoreIn this article, we’ll cover how you can make the most out of your email marketing campaigns to build stronger relationships with leads and current clients alike.
Read MoreThe Asset-Map team is honored to take home the award for Specialized Financial Planning for the fourth consecutive year at the 2023 WealthManagement.com Industry Awards for Signals+, which allows financial advisors to easily see, sort, and filter for Signals across all of their clients’ households in a single, comprehensive view.
Read MoreCheck out our marketing checklist below to see where you stand in terms of strategy and how you can better implement these best practices into your business.
Read MoreExplore why digital marketing for financial advisors is essential to draw clients to your firm. By using this check list, you can do a digital audit to better understand how you can improve your digital marketing efforts.
Read MoreNow available to our Elite subscribers! Custom branding allows you to personalize the Asset-Map platform with your own branding, including your logo, color palette, custom imagery and branded reports. Learn more about the branding options available within the Asset-Map platform.
Read More
