Asset-Map

As financial professionals, we’re constantly looking for ways to enhance our client interactions and deliver greater value. The January 2025 Asset-Map Virtual Boot Camp is your opportunity to sharpen your skills, refine your client meetings, and build more impactful financial plans with ease. Why attend? ✅ Master Asset-Map to simplify complex financial information and create client-friendly visual plans ✅ Discover best practices for client engagement and effective communication of financial data ✅ Learn strategies to increase client retention and satisfaction with actionable insights ✅ Connect with industry leaders and fellow professionals to expand your network and learn new techniques If you're ready to build stronger client relationships and streamline your financial planning process in 2025, this Boot Camp is for you. 🌟 Limited spots available—register today! 👉 https://hubs.li/Q030bvZW0

Happy Holidays! From all of us at Asset-Map, we wish you a safe and healthy holiday season!

The Asset-Map team is taking some well-deserved time off tomorrow and next Wednesday for Christmas and New Years, and will resume normal operations on Thursday, Jan 2nd. Be safe, have fun, and enjoy the holiday! 🎄

Our CEO, H. Adam Holt, was on the Fintech Impact podcast with Jason Pereira, where he talked about everything from the changes in Asset-Map, understanding client priorities, industry shifts, and more! Check out the full episode 👇 https://hubs.li/Q030gFj00

"When you have an Asset-Map in front of a client, they have the strange desire to make it accurate." Our CEO, H. Adam Holt, CFP®, ChFC®, was featured on the From the Ground Up Podcast hosted by Zachary Conway and Kelsey McKenna! Check out the full episode to hear more about simplifying complex financial concepts, fostering transparency, and adopting a client-centric approach to meet the needs of next-generation investors, and so much more! 👉 https://hubs.li/Q030gN7V0 Seeds

It's that time of year again! The 2025 T3 Technology Tools for Today survey is now live - make sure your voice is heard to help your peers sort through the competitive landscape of #fintech solutions. https://hubs.li/Q030gRT-0 (Pssst...we're on page 3 in the Financial Planning section 😀).

Hear from our CEO, H. Adam Holt, CFP®, ChFC®, as he takes a look back at our top highlights and achievements from 2024. Thank you again for being a part of our journey this year—we can't wait to make even greater strides together in 2025! Check out the full video 👇 https://hubs.li/Q030bMlK0

Hear from our CEO, H. Adam Holt, CFP®, ChFC®, as he takes a look back at our top highlights and achievements from 2024 in our December newsletter!

As financial professionals, we know that cross-border financial planning isn’t just about handling currencies—it’s about understanding the complexities of international tax laws, investment strategies, and regulations. In today’s increasingly interconnected world, clients with global assets and interests need expert guidance to navigate the unique challenges they face. Whether it's tax optimization, estate planning, or managing diverse investment portfolios across multiple countries, the stakes are high. 🔑 Key takeaways from our latest blog: The impact of local tax laws on international investments - How to optimize portfolios across borders - The importance of compliance with global financial regulations - Estate planning strategies for clients with assets abroad Get the full insights and start building strategies that meet the needs of your global clients today. 🌐 Read more: https://hubs.li/Q02_RLQp0

🚀 Is There a Massive Opportunity in the Life Insurance Market? 🚀 In Episode 68 of the Rethink the Financial Advisor Podcast, H. Adam Holt, CFP®, ChFC®, Derek N.H. Notman, CFP®, and Tony Steuer, CLU, LA, CPFFE dive deep into an emerging trend that every financial advisor should be paying attention to: The Life Insurance Market. 💡 Key Insights You Can’t Miss: - The changing landscape of financial advice - Untapped potential in life insurance for financial advisors, and the error of neglecting life insurance - Regulatory and market issues, The Consumer Disconnect and advice for improving the industry - and more! With growing interest and evolving needs in the life insurance sector, advisors have a significant opportunity to expand their services and create more value for clients. 🎧 Listen to Episode 68 and find out how you can position yourself for success in this market. 👉 https://hubs.li/Q02_Rvhs0