June Monthly Memo
Kitces Podcast: Showing Prospects An (Asset) Map To Generate More Advice Engagement, With H. Adam Holt
Our CEO, Adam Holt, joined Michael Kitces on his podcast to talk about his early career training in geographic information systems and how he’s used his experience to create what Asset-Map is today.
They also?talk in-depth about how, while working with ultra-high-net-worth clients, Adam began to draw his own financial maps to help him better visualize his clients’ complex financial situations on one page because the goal is not to conduct a complex analysis, but instead simply to provide clients with a quick and easy-to-understand visualization of the topic to facilitate a complex conversation, instead.
Introducing the Asset-Map Product News Feed!
Asset-Map is always innovating! We want to ensure you know all the latest updates we've been busy making to our platform to make your business life easier. So, we're introducing this Product News feed, a monthly messaging series bringing you the latest & greatest product features, updates, and tweaks that you've been asking for.
?? TIP: Make sure you look out for the little red dot in ton the Message Center icon (bottom-right corner of Asset-Map) to check for new updates each month. You can expect this message to land around the first week of the month, to alert you about our latest product news. Keep those eyes peeled!
Product News will contain:
Summer 2023 Virtual Boot Camp (8/8 - 8/10)
Learn from experts including Founder & CEO H. Adam Holt on how to become an Asset-Map power user and boost ROI in your client meetings. This deeply immersive training is one that you won't want to miss!
Use?code EBAUG35?for our early bird special?at registration for?35% off (offer available until June 30th, 2023)
Digital Events to Power Up Your Practice
We're excited to let you know about some recent and upcoming online events designed to help your business excel with Asset-Map.
In this webinar, LiaJean McHenry (Sr. Training Manager) will share our newest feature Custom Branding (available to Elite subscriptions), and other marketing assets to help you introduce Asset-Map and showcase the value you bring to the table. Resources include a Client Flyer, Marketing Videos (Free + Custom Options), Scripts to help you introduce Asset-Map, and more!
In this replay, Alison Susko and Chris Gonzales from the Asset-Map and Black Diamond teams on Tuesday, June 27th pm ET to see how to simplify data transfers, reduce busy work, and improve your client experience using our latest updates to our integration with SS&C’s Black Diamond Wealth Platform.
In this webinar, LiaJean McHenry (Sr. Training Manager) provided an overview of the Long-Term Care and Disability Target-Maps within Asset-Map. She showcased how they are structured, how they work, and how you can think about illustrating unique scenarios.
领英推荐
In this webinar replay, two financial industry experts, Ross Riskin, and Adam Holt, show real-life scenarios and how to incorporate checklists and charts into your client meetings and presentations to boost engagement.
Asset-Map in the News
See what everyone is saying about our conversation-starting software. Catch up with the latest interviews, articles, and news from our team.
In this podcast, hear our CEO discuss Asset-Map and his vision for the future of technology-enabled advice delivery.
Join Adam as he talks about the impact of advice engagement on client outcomes, such as financial wellness and satisfaction on the WealthStack podcast.
Listen to the full conversation between Adam Holt and Day Wachell, as they talk about Asset-Map and all things client engagement.
Asset-Map on the Airwaves: New Podcast Available
Stay up-to-date with all things Asset-Map by enabling our?Amazon Skill?and then saying, "Alexa, play the latest update from Asset-Map."
In this episode, Derek and Adam asked industry legend Mark Pfaff how and what?agency?can do to thrive in the future.
Join Adam, Derek, and special guest Michael Liersch to hear about how difficult it is to talk to clients about their money and how to connect it with great advice engagement and ultimately product placement.
In this podcast replay, Adam and Derek talked about what it’s really like when trying to innovate in their industry.