Asset-Map January Monthly Memo
We're kicking off the new year by announcing our newest deep-link capability from phase two of our Holistiplan integration! We're also showing off a sneak peek of our Sidebar enhancements coming soon that you won't want to miss out on.
Don't forget to help your industry peers sort through the competitive landscape of advisor technology solutions by participating in the?annual T3 Software Survey!
If you have a few minutes, please take this important survey (pssst...we're on page 3 in the Financial Planning section ??).
Thank you in advance for participating!
Upcoming Live Webinar: Mastering Marketing & Tech in 2025: Winning Strategies for Financial Advisors
Join Alison Susko, VP of Community, and TJ Hill, VP of Marketing, as they explore actionable insights to help you stand out in a competitive landscape.
Join us on the first Monday of every month at 12 PM ET to learn how to strategically and effectively market Asset-Map as a value-add to your clients and prospects.
We'll cover best practices for leveraging our email templates, social posts, and videos. Plus, see how to use Discovery to generate leads, introduce Asset-Map in meetings, and much more.
领英推荐
In this webinar, we covered an in-depth session on how to leverage Stencils to elevate your practice. Stencils are an incredible tool to help fuel ongoing client conversations, fill in gaps, possibly uncover additional AUM, and introduce new products/topics.?
Our CEO, H. Adam Holt, joined Kelly Waltrich on her podcast 'Don't Do That', where he talked about exploring overlooked gaps between what clients want and what advisors deliver, shared insights as a "recovering advisor", and more!
?Rethink was featured on Kitces.com for being a top podcast for financial advisors in 2025, more specifically in the category of 'Industry Trends'. Check out the full article to learn more about our CEO, H. Adam Holt, and Derek Notman's podcast, and insights you can gain as an advisor!
Listen to the full podcast, where our CEO, H. Adam Holt, talks about simplifying data so advisors can help clients priortize their goals.
Check out the latest episode of Rethink, where Adam and Derek had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice. They covered everything from his service-orientated model to support advisors to how AI is quickly accelerating.