Asset-Map Leadership

We’re not just SaaS for Advisors. We’re investing in Process-as-a-Service. And it changes how early “value” shows up in advice conversations. If you’d like to see how we demonstrate this live, here’s a short founder demo: 👉hubs.li/Q03-kGfp0 #SaaS #FinTech #WealthTech

A client grabbed my Asset-Map right out of my hands and said, “Don’t bring that big pile of research again—this is what my spouse has been asking me for to finally understand our finances.” How Asset-Map evolved 5-minutes: bit.ly/4ptp69j

So here is my contribution to the industry after going to #SHIFT2024 last week. Hearing the mantra we've been chanting for years - Talking all about Human Advice Delivery. Enjoy, share, comment, nod your head! linkedin.com/posts/hadamhol… #LeadWithAdvice #cfp @AssetMapLLC

@mobileassistCEO @RedtailCRM @ThreeCrownsLLC omg. Please. You may have 3x1 employees at @MobileAssistant but its all "Talk" where we are all "Show". VOTE NOW~!

They may be great partners of ours, but sometimes friends need to be dunked on.... cast your vote for the Elephant in this Final Four showdown! threecrownsmarketing.com/wealthtech-mad… #WealthTechMadness @mobileassistCEO @asset_map @RedtailCRM @ThreeCrownsLLC

@DerekNHNotman Great session on the Convenience Economy for #FinancialAdvisor

Hey Financial Advisors, how are you competing in the convenience economy? How are you differentiating? What value add services are you bringing to your clients? Do you really know how much of your clients wallet share you have? Join us for our most recent Rethink. Financial Advice Podcast episode with special guest and fellow REBL Dad @RetirementRisks to dive into the convenience economy and what it means for advisors. Listen and subscribe here: shows.acast.com/rethinkfa/epis… @asset_map

"Talk This!" @MobileAssistant elephant as @AssetMapLLC Mappy dunks on your party in the #fintech Madness Bracket from @ThreeCrownsLLC Everyone Vote today! Winner faces @RedtailCRM v. @WeAreWealth threecrownsmarketing.com/wealthtech-mad…

@PatBriskey @AssetMapLLC @RightCapitalHQ Interesting ask @PatBriskey. I would pose the following analogy: is an X-ray redundant to an MRI or it’s complement? Depends on the patient, Dr and diagnosis. 70% of @AssetMapLLC users claim to retain another planning tool for just those moments. I did. 1600 on AM, 7 on eMX

#FinTwit, just started a trial subscription for @AssetMapLLC. Do y’all feel like it’s too redundant w FP software such as @RightCapitalHQ or truly compliments it meaningfully?

@RetirementRisks @redtailtech Amazing that this was the same temple that the #elders gathered in! Humbled.

This has been a special Business and learning experience. Just amazing. @asset_map @redtailtech

@RetirementRisks @investmentnews @FinServOrg Alphabetically for sure! Lol. You keep Amazing company

I assume this means we are about tied. Congrats to everyone on the @investmentnews list! @FinServOrg

Today in Starvine 10/11 at #dcpa23 Ron and I are sharing actionable techniques to drive advisory convos with clients! Will be revealing and fun. ⁦@AICPA⁩

.@MattHalloran_ breaking down #ExcellRepresent featuring: @dianacabrices @FemalesNFinance @BionicSocialite @thehannahjmoore @cherylnash2 & @alisusko_alison from @assetmapllc #advisorspeeddemos @ProudMouth_ @sjaycoulter

@finadvisortv @MattHalloran_ @dianacabrices @FemalesNFinance @BionicSocialite @thehannahjmoore @cherylnash2 @alisusko_alison @AssetMapLLC @ProudMouth_ @sjaycoulter So many friends were honored here! Thank you @MattHalloran_ and @sjaycoulter . Cheryl, Diana, Hanna and Sheryl!! .... @alisusko_alison Queen of Community! @AssetMapLLC

So many great comments from our peers. Thanks for all that attended. FOMO? Sorry. we missed you too. LOL

Thank you AssetMap for including Income Lab in what was an amazing #AdviceTechLive 2023 event. On top of being a part of a impressive line up we were able to raise awareness for Invest in Others and the Leukemia and Lymphoma Society in memory of Gavin Spitzner. To donate to t ...

WealthManagement article on #AdviceTechLIVE keynote day 1. Day 2 keynote starts in 4 minutes!

Expert panel breaking down the day and what they saw. Bow that’s different content! Keep disrupting. AdviceTech.LIVE #AdviceTechLIVE

5 minute BIO BREAK @ #adviceTechLIVE nowwwwww

Having a blast listening to advicetech.live ... recordings available to registrants. Have 4 pages of notes already! #adviceTechLIVE

@MichaelKitces Action on consultative advice requires three PROOFs of the advised party: 1. You know me 2. You know my situation. 3. You know my options. Once you provide consumable proof of these three -only then is your advice actionable: From this the tenants of @AssetMapLLC evolved.

Interesting framing here. Clients explain their problem, you give a recommendation, and they don't implement. Why? Galper makes the case it's because they don't feel understood. Can't take their own description of their own problems at face value? advisorperspectives.com/articles/2023/…

🎙️Check out Ep 55 of Rethink where @GoldmanSachs Managing Director and US Navy Captain Richard Lofgren chats about what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow. bit.ly/3PJBgeu