Asset-Map

💡 Make Estate Planning Simpler with Beneficiary Visualization 💡 We know how challenging it can be to explain estate planning to clients. That’s why Asset-Map’s Beneficiary Visualization is here to help! By visualizing beneficiaries alongside your clients’ overall financial picture, this new feature makes it easier to: - Spot gaps or outdated beneficiary designations - Align your clients’ wishes with their estate plans - Enhance clarity and understanding during sensitive estate planning conversations 🌐 Ready to see how it works? Explore the Beneficiary Visualization feature today! 👉https://hubs.li/Q02_RN8m0

🚀 Boost Your Financial Advisory Skills with Asset-Map University 🎓 Are you ready to revolutionize your client meetings and financial planning process? Asset-Map University offers on-demand, interactive courses that teach you how to use the Asset-Map platform to transform complex financial data into visual plans your clients can easily understand. 💡 Why Asset-Map University? - Learn at your own pace with self-guided, expert-led courses - Master the Asset-Map platform to create actionable, client-friendly financial maps - Improve client engagement and boost retention with clearer communication - Access to exclusive resources that help you apply what you’ve learned immediately 🔑 Get started today and elevate your advisory practice. Sign up for Asset-Map University now! 👉https://hubs.li/Q02_7G3r0

🏆 Big News! 🏆 We’re excited to share that we won the Financial Planning Thought Leadership and Education of the Year award at @ThinkAdvisor's 2024 Luminaries Awards! 🌟 Check out the full list of winners and see who else is shaping the future of financial services! https://hubs.li/Q02_tfjJ0

💻 Don't miss out on our Accelerate LIVE TRAINING next week! 2024 has been a big year in features and enhancements for Asset-Map, so we wanted to recap all the newest additions to the platform. Register to get an in-depth look at features, as well as tips on how you can implement them into your practice in the new year. https://hubs.li/Q02ZBKnJ0

Is it time to skip the #Frankenstack for the modern investor? Our own Alison Susko (VP of Community) took the stage today at MarketCounsel Consulting #MSUM24 with Nathan Lukow of Andes Risk and Sara Baker of Triad Wealth Partners to share how wealth management firms are increasingly turning to specialized software solutions in lieu of “Frankenstacks".

Are you looking to take your client meetings and overall advisory services to the next level? Don’t miss out on our January 2025 Asset-Map Virtual Boot Camp—the ultimate training event for financial professionals ready to innovate and grow. What you’ll gain: ✅ Learn how to create engaging, visual financial plans that resonate with clients ✅ Boost client retention and satisfaction by making complex topics clear and actionable ✅ Network with industry experts and peers to share best practices 🔑 Whether you’re new to Asset-Map or looking to sharpen your skills, this Boot Camp will provide the tools and strategies you need to stand out. 🚨 Spots are limited! Register now and prepare to revolutionize your approach to financial planning. 👉 https://hubs.li/Q02_7Hpp0

Today Wednesday at 12. I’ll share how my team has created natural, high value, low pressure conversations with clients to monetize the #GWT right now! 1. Engage the under engaged spouse in the financial planning convo. 2. Get next generation to want to come to the family financial meeting. 3. Open the financial books on Mom and Dad before it’s an estate nightmare. 4. Include the other competitive professionals working with the family and make them collaborators. All in less than an hour. You could miss it but why? It’s at noon EST. Have your lunch with me. #LeadWithAdvice Asset-Map

⏰ Tomorrow is the Day! ⏰ The $83 Trillion Great Wealth Transfer is already underway, and tomorrow, our CEO & Founder, H. Adam Holt, CFP®, ChFC®, will be sharing critical engagement strategies that will help you capture this unprecedented opportunity for your practice. Join us at 12 p.m. ET tomorrow to learn how to guide your clients and their families through this monumental shift with confidence. What you'll take away: - How to connect with the next generation of wealth holders 💼 - Ways to make sure your clients' adult children value your expertise 🌱 - Techniques to reduce client stress and taxes through estate planning ⚖️ And much more! 🔑 Don’t miss out—this webinar will equip you with the tools to ensure your practice is ready for the future of wealth management! 🔗 Register now if you haven't already: https://bit.ly/3ZbIY5u

As financial advisors, it’s not just about planning for retirement or investment growth. It’s also about ensuring your clients’ legacy is protected and their wishes are respected when they’re no longer here to make decisions. End-of-life planning is often overlooked, but it plays a crucial role in providing peace of mind for your clients and their families. In our latest blog, we explore the importance of: ✅ Preparing clients for the inevitable: Help them understand the complexities of end-of-life decisions. ✅ Creating a comprehensive plan: From wills to healthcare directives, ensure all aspects of your client's estate are covered. ✅ Reduce stress: Clearly map out estate plans, beneficiary designations, and tax implications for seamless execution. 💡 Ready to learn more? Check out our full blog and start integrating end-of-life planning into your client offerings today: https://hubs.li/Q02_0kwL0

📅 Just One Week to Go: The $83 Trillion Wealth Transfer Webinar 📅 In just one week, our CEO & Founder, H. Adam Holt, CFP®, ChFC®, will be hosting an essential webinar to help financial professionals unlock strategies for engaging with the next generation of wealth holders during the $83 trillion Great Wealth Transfer. This monumental shift is reshaping the financial landscape, and you don’t want to be left behind. In this free, value-packed session, you’ll learn how to: 💡 Go Beyond Traditional Financial Planning: Create holistic, multigenerational approaches 👨👩👧👦 Engage Adult Children: Ensure they see you as a trusted financial ally 📉 Reduce Stress & Taxes: Help your clients’ families get their estates in order 🤝 Collaborate with Other Professionals: Streamline your clients’ financial ecosystem Date: Wednesday, December 11 Time: 12 p.m. ET 💥 Seats are limited—don’t miss out on this chance to future-proof your practice! 🔗 Register now to secure your spot: https://bit.ly/3ZzPFjf