Asset-Map

After 10 years in the making, our integration with @eMoneyAdvisor is officially LIVE! Learn more about how our exciting new integration allows advisors to leverage their complex data in eMoney while simplifying conversations with Asset-Map's visual platform. Full article 👇 bwnews.pr/4ouMzY2

"2030 is just around the corner. There will be fewer back-office staff, and more client-facing staff. Technology's already embedded in every piece of advice delivery; it's just a continued trend in that direction." — Jason Pereira, Senior Partner at @woodgatefi The direction points toward invisibility. The more technology recedes from view, the more human the experience becomes. "Advice Delivery in 2030" captures what surfaced when we brought industry leaders together for a day of roundtables on planning, technology, M&A, and firm growth. It's the clearest picture yet of where advice is headed and what it takes to stay ahead. Download it free →👉 hubs.li/Q04gBTHV0

Advisors are great at building the business… but what about building at home? Check out this episode of 'Do Business. Do Life', where our Founder & CEO, H. Adam Holt, and Derek Notman, join Brad Johnson to uncover what they learned from 100+ interviews with entrepreneurial dads and the REBL Dads movement. They talk about what winning in business and life looks like without sacrificing either. Full episode 👉 hubs.li/Q04gBGS90

As AI handles more of the back-office work, it's important to assess the best financial planning software as a tool that will help create a better client experience in meetings versus pure analysis. The advisors bring value by showing up in the moments that drive clarity, alignment, and action. See how you can help clients see their financial world more clearly today 👇 hubs.li/Q04gv7BC0

What if you could sit in on a top advisor's client meeting before your next one? Join us for a live, unscripted advisory session using Asset-Map, where you'll see exactly how top advisors guide conversations, uncover gaps, and close with confidence. This is the Accelerate session you don't want to miss. 📅 Thursday, May 28 | 3 pm ET 👉 Register now → hubs.li/Q04gjnMH0 #AssetMap #FinancialAdvisors #ClientConversations #Accelerate

What happens when a hand-drawn “financial x‑ray” turns into a global platform? On Advisor Freedom, our Founder & CEO, H. Adam Holt, joins Conner Young to talk about the moment everything changed, why visual clarity beats complexity in client meetings, and how repeatable processes drive confidence and growth. Check out the full episode 👇 SPOTIFY 🟢: hubs.li/Q04g8XqR0 APPLE 🍎: hubs.li/Q04g93HT0

This Mother’s Day, go beyond the card and ask about mom’s plan. Is there clarity around her care, her finances, her estate, and do your clients and their families know their roles? A lack of planning today can turn into strained relationships tomorrow. Asset-Map’s Relationship Map helps advisors visualize the full family picture and lead proactive, multi-generational conversations. How will you use this week to start the “What’s Mom’s plan?” conversation? hubs.li/Q04fJXPZ0

AI isn't the edge you need, especially when clients don't need more automation. They need clarity around illness, legacy, and life’s biggest financial decisions. They need better advice. The advisors who win will be the ones who make advice more human, not more complicated. See how to put a client’s financial life on one page: hubs.li/Q04fHbpC0

Wealth transfer planning is about clarity, making sure nothing gets missed when it matters most. Too often, families create a will or trust, file it away, and assume the plan is done. But outdated beneficiaries, unclear communication, probate costs, tax exposure, and liquidity gaps can quietly derail a legacy. Read more to learn a smarter way to turn wealth transfer planning into a more meaningful client conversation 👇 bit.ly/4wfJrDG

Don't miss out on our LIVE webinar, happening TOMORROW with Move Health! We're going through a live case of a client targeting retirement before 65, where on the surface, the plan works... until healthcare enters the picture. You’ll see how quickly that changes the conversation, and how just as quickly it can be reworked. Walk away with actionable steps you can use in your process to confidently answer whether or not clients can retire early. Secure your spot today 👇bit.ly/4d0p9GN

Engagement 🤝 Analytics That's what you get when you create a workflow around @eMoneyAdvisor's robust analytics and Asset-Map's visual platform to better engage with clients. Level up your financial conversations today 👉 bit.ly/4vZwVYG

"AI will vastly increase what the human being can do." — James Fisher, VP of Mergers & Acquisitions / Principal at @FPTransitions But only if someone inside the firm knows how to direct it. Without that conductor, even the best tech stack becomes another time-suck that threatens to drag down organic growth. By 2030, every thriving practice will have someone turning tools into time. "Advice Delivery in 2030" maps out exactly what that looks like, with input from 48 industry leaders across planning, technology, M&A, and firm growth. It's the clearest picture yet of where advice is headed and what it takes to stay ahead. Download it free → hubs.li/Q04dxfNK0

While it feels like a race to adopt AI, your real edge is how you deliver advice not another automation. Clients care more about illness, legacy, big life decisions and how you can help navigate them through these moments. Learn how you can put clients' entire financial life on one page, so you can focus on having engaging, human conversations without any friction 👇 hubs.li/Q04dxfNg0

Healthcare is the line item that quietly blows up otherwise solid retirement plans, especially in the years before Medicare. In our upcoming webinar, we're joining Move Health to show how you, as a financial advisor, can use Asset-Map to see problems in real time (not buried in a report) and solve with @MoveHealth See how you can confidently answer whether or not clients can retire early and actionable steps you can take to better handle this process. Secure your spot today 👇hubs.li/Q04dxcQ40

The difference between “fiduciary” and “financial advisor” is what shapes your duty of care, compliance burden, and how you get paid. If you’re a CFP, RIA, or planning-focused advisor, now’s the time to get crystal clear on how you show up to clients. Curious which model best supports a client-first, growth-ready practice? Dive into the full breakdown 👇 hubs.li/Q04dxc7Q0

Introducing our first Values in Action winner: Phil Wisner, Lead Front End Developer! 😍 Values in Action is a peer-driven recognition program dedicated to celebrating how we live our core values daily. Phil was nominated by the people who work alongside him every day. That says everything. Here's what his peers had to say: Phil consistently shows up with initiative, creativity, and real ownership of his work. What makes him stand out isn't just the quality of what he builds, it's how he thinks. He balances innovation with practicality in a way that makes the whole team better. His “go-getter” attitude and continuous drive to improve both processes and products make him an invaluable team member and a deserving nominee for this recognition. Please join us in celebrating Phil by sending congratulations his way. 🎉 Stay tuned to see who our next Values in Action winner will be! Each month we celebrate the teammates who bring our core values to life: ✦ Integrity ✦ Customer First Empathy ✦ Elevate the Profession ✦ Simple/Rich Design ✦ Personal Responsibility ✦ "Same Team"

"User experience will be the core differentiator, not features." — John Vander Vennet, Chief Revenue Officer at @ycharts The "learn-apply-adapt" loop that defines AI will also define the advisors who succeed. Financial professionals who treat that loop as a habit will remain relevant regardless of what tools arrive to disrupt the industry next. 'Advice Delivery in 2030' goes deeper, on AI adoption, client expectations, the advisor of the future, and what firms need to build now. Download the white paper 👉 hubs.li/Q04df5T20

Early retirement looks great... until healthcare hits the plan. In our upcoming webinar, we’ll show you how to use Asset-Map + Move Health to surface pre-Medicare risk in real time, pressure test a 58-retirement scenario, and rework it on the spot so clients still retire on time. Want a clearer way to answer “Can I actually retire early?” Secure your spot 👇 hubs.li/Q04df8Fz0

Are you providing a one-way presentation or a collaborative conversation? Join us tomorrow as we go under the hood of Asset-Map to find the features that streamline your operations and keep you at the center of your clients' wealth journey. We’re showing you how to flip the script: ✔️ Take one-way presentations to collaborative, live conversations with Interactive Reports. ✔️ Go from guesswork to what-if stress-testing in a private Drafts sandbox. ✔️ Evolve static maps to dynamic Relationship Maps that visualize the "why." See you tomorrow at 3 pm! hubs.li/Q04d1XTh0

What if your client meetings felt more like conversations than data dumps? 🎙 Our VP of Community, Alison Susko, joined the Optimized Advisor Podcast, hosted by Scott Heinila, to talk about conversational financial planning, leveraging visualization, and using integrations (like @eMoneyAdvisor) to uncover gaps and scale without losing the human touch. Check out the full episode 👇 hubs.li/Q04c-lhC0

"Younger advisors need teaching on communication and empathy. It's not just about the plan." — Jocelyn Wright, Founder & CEO of Ascension Legacy Partners The apprenticeship model is back, but it's been upgraded. Apprenticeship 2.0 prioritizes emotional calibration, not technical shadowing. Cross-disciplinary learning. Networks built around generosity. It's how culture scales responsibly in the age of AI. Download the white paper → hubs.li/Q04cyRYT0