Asset-Map December Monthly Memo
Thank you again for being a part of our journey this year—we can't wait to make even greater strides together in 2025!
Hear from our CEO, H. Adam Holt, as he takes a look back at our top highlights and achievements from 2024.
Wishing you and your loved ones a happy, healthy, and successful new year from all of us at Asset-Map!
The First Virtual Boot Camp of 2025 (January 28 - 30) is Now Open for Registration!
Unlock your practice's potential in 2025!
Whether you're just starting out with Asset-Map or looking to level up your skills, this dynamic three-day event is designed to supercharge your client meetings and maximize your ROI.
Hear what an Asset-Map Boot Camp alum had to say:
“Yes, Asset-Map costs money. Yes, Boot Camp costs additional money. The cost of Boot Camp, to unlock the potential of Asset-Map, is absolutely justified. To purchase Asset-Map and only give your clients 5% of the software's potential is a disservice! Boot Camp was the icing on my Asset-Map cake!”
- Mark
Use our early-bird code EBJAN35 for 35% off your registration!
It's that time of year again—the annual T3 Software Survey is now open!
If you have a few minutes, please take this important survey to help your industry peers sort through the competitive landscape of advisor technology solutions (Pssst...we're on page 3 in the Financial Planning section 😀).
Thank you in advance for participating!
Recommended by LinkedIn
December 19th, 2024 | 3:00pm ET
In this webinar, get an in-depth look at features like Client Portal, Target-Map Comparisons, Beneficiary Visualization, Sidebar, Relationship Maps, Legal, and more! You'll also get tips on how you can implement these features into your practice in the new year.
January 6th, 2025 | 12:00pm ET
In this webinar, get an in-depth look at features like Client Portal, Target-Map Comparisons, Beneficiary Visualization, Sidebar, Relationship Maps, Legal, and more! You'll also get tips on how you can implement these features into your practice in the new year.
In this webinar, our CEO, H. Adam Holt, CFP®, ChFC®, shared techniques for financial advisors to capture more wallet-share during this era of change. Check out the full webinar replay to learn how to future-proof your practice and position yourself as a trusted advisor for the next generation of wealth holders.
Our CEO, H. Adam Holt, was featured on the 'From the Ground' podcast, where he talked about everything from enhancing client relationships through clear communication and innovative tools, simplifying complex financial concepts to meet the needs of next-generation investors, and more!
Join Adam, Derek, and special guest Tony Steuer as they talk about all things life insurance and how it might just be the next blue ocean opportunity. Tony also shares his perspective on life insurance as both an advisor, insurance expert, and fee-based consultant.
CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.
1wWhat a great wrap up to 2024! Thank you team for all the good work this year. Asset-Map 😊
Vice President of Digital Marketing
1wThanks to everyone who followed along Asset-Map's journey in 2024! Awesome things to come in 2025.