November Monthly Memo
New Enhancement: Signals Snooze
We’re thrilled to announce the latest update to our Signals feature, a Snooze option.
Once you’ve navigated to a household’s Signals, you can now use the Snooze or Wake buttons to activate or deactivate one or multiple Signals (Liquidity, Long-Term Disability, Loss of Life, Long-Term Care, Longevity, Legal Liability).?
Select the amount of time you wish to snooze Signals (one month, three months, one year, or indefinitely) and the modified indicator will turn gray to signify that it is no longer active.
The First Virtual Boot Camp of 2024 (February 20 - 22) is Now Open for Registration!
Start 2024 by becoming an Asset-Map power user.
Hear what an Asset-Map Boot Camp alum had to say:
"Adam and the team train on the recent innovations. There are multiple best practices to immediately implement. It is a no-holds-barred on how Asset-Map is getting better and how advisors are getting better results by using the system."?
- A. Bowman
Use our early-bird code EBFEB35?for 35% off your registration!
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.
Join leaders from Asset-Map, Nitrogen, FMG, and Wealthbox on December 12th at 2 pm ET as they walk through a specific use case detailing a client’s journey and how an advisor or firm can leverage their technology stack and not miss a beat.
In this webinar, we’ll share insights on how wealth clients' preferences are changing and discuss with experts from the industry how advisors can leverage technology now and, in the future, to effectively serve clients' evolving needs and preferences. ??
领英推荐
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.
AdviceTech.Live, Asset-Map's annual virtual conference, was mentioned in Three Crowns Marketing’s list of conferences to check out next year!?
Adam joined Brad Johnson on his podcast (Do Business. Do Life.) to talk about his early career as an advisor and how that created what Asset-Map is today.
?Industry leaders speaking at AdviceTech.Live said they have spent significant sums of money on the development of AI to increase both automation and scale, but the human advisor remains central.
Asset-Map was featured on Kitces as an advice engagement tool with a more dynamic VIP (visualization, interaction, and process) planning experience.
On the latest episode of The Get Ready Money Podcast, Tony spoke with Adam Holt, CEO and Founder of Asset Map, about changing the way we think about money and knowing the rules of the money game.
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."
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Join Adam and Derek as they discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. They cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands.?
Join Adam and Derek as they chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research-driven data.