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

"We need an operations technologist inside the practice who can actually make all this stuff work." — Brian McLaughlin, @RedtailCRM Founder This sentiment was repeated throughout An Advice Engagement. Most firms utilize only about 40% of their tech capabilities. Someone needs to close that gap—owning configuration, monitoring workflows, and making sure technology doesn't just exist. It performs. By 2030, every thriving practice will have someone acting as its internal architect, turning tools into time. Download the white paper → hubs.li/Q047JRl10

Excited to share that we were mentioned in this year's @t3techhub Software Survey report! We were ranked in the top of considered software for survey responders and even quoted as "a serious competitor in the traditional planning space." Check out the full report 👉 hubs.li/Q0476SkR0

Stop prescribing the “medicine" before your clients have seen the "X-ray." 🩻 Most advisors spend hours building 50-page plans that clients never read. Why? Because the client hasn't even bought into the problem yet. Target-Map Comparisons change the dynamic. By showing a household's funding percentage on one screen, you provide a visual diagnostic. Whether they are 60% funded or 90%, the gaps become an undeniable truth that they want to fix. Use Comparisons to stop pitching and start diagnosing. Your clients will thank you for the clarity, and your closing ratio will show the difference. Learn more 👉 hubs.li/Q0476-mc0

How do you stand out as an advisor before the first conversation even begins, especially when prospects are comparing you to a dozen other advisors online? In this LIVE webinar with @wealthtender, you’ll see exactly how to use technology to quickly differentiate your practice, impress prospects between discovery and onboarding, and deliver a client experience people genuinely talk about. 📆 Next week, in just one session, you’ll learn how to: 📍 Turn introductory meetings into engaging discovery conversations using visual planning with Asset-Map—so prospects immediately feel the difference in working with you. 💡 Deliver a client experience clients clearly understand—and remember—so they leave every meeting with clarity and confidence instead of confusion. 🗣️ Encourage satisfied clients to share their experiences through Wealthtender reviews, turning today’s happy clients into tomorrow’s warm referrals. 🤝 Build trust with prospects researching advisors online by aligning what they read in reviews with what they experience in your meetings. 📈 Create a sustainable growth cycle powered by client advocacy and social proof, so your pipeline fills with right-fit prospects who already see your value. Seats are limited. Reserve your spot now 👇 hubs.li/Q0476N2r0

Our teaming is growing! 🤩 A big welcome to our new Asset-Map team member, Haguen Hernandez Uribe! He's joining as an Implementation Advisor! Please join us in celebrating Haguen by sending congratulations his way. 🎉

"Finding an advisor by zip code is no different than searching the personal ads for someone to date—it's outdated and impersonal." — Derek Notman, Couplr AI What clients really want is to work with someone they can relate to. Someone who shares their interests and understands their values. The future of advisor matching will look more like dating apps—focused on psychographics and real human connection—than a blind date and hoping you'll click. That's how you build trust, meaningful relationships, and long-term business growth. Download "Advice Delivery in 2030" → hubs.li/Q046b-870

“What if…?” 🤔 It’s the question that keeps most of your clients up at night. To give them the peace of mind they deserve, you need a simple way to show how they can plan for any scenario, without overwhelming them with data. Join our next Accelerate session and learn how to: ✔️ Instantly uncover financial vulnerabilities with Signals ✔️ Turn uncertainty into clear visual direction using Target-Maps ✔️ Replace lengthy reports with powerful, one-page clarity Join us on March 26 at 3 PM (ET) and learn how to put your clients at ease in minutes. Register now → hubs.li/Q046bZ5M0

Serving a niche is a craft that evolves over time. Don Hilario joined us on a webinar with @FpPathfinder, where he talked about his niche focusing on big tech employees at Google, Spotify, Microsoft and more. He explained ways he still uses Asset-Map as his clients' needs have evolved over time. How are you refining your own process to better serve your ideal client right now? Check out the full replay 👉 hubs.li/Q046bGZ-0

AI is freeing advisors to be more human, not replacing them. As tech takes on the planning and prep, the real differentiator becomes how deeply you listen, respond, and show up in life’s toughest money moments. Explore how leading advisors are using technology to deliver more human advice, in the @Vetta_Fi article our Founder & CEO wrote👇 hubs.li/Q046b-JJ0

📢 We have some exciting team news to share A huge welcome to our newest Asset-Map team members, Julia Cooper joining as Manager of HR & Executive Operations! Please join us in celebrating Julia by sending congratulations their way. 🎉

"For so many of my clients, especially women in midlife, money isn't just numbers—it's emotional, and sometimes brings a lot of baggage and stress. What they're looking for isn't a robot or software; they want someone who truly hears them, who can say, 'You're not crazy, you're not terrible.'" — Stephanie McCullough, Sofia Financial That's the kind of support no technology can ever fully replace. And it's what makes this work so meaningful. Download the white paper → bit.ly/4bk9Uaw

Ever wonder what goes behind the content that our Founder & CEO produces? Check out his thought process on Ep 16 of The Real #Finfluencers where he shares his top tips for meaningful video content. Full episode 👉 apple.co/4cocGg6

At its core, wealth transfer isn’t just about tax codes and trust structures.  It’s about moving assets between people. If you aren't using Relationship Maps, you might be missing the full picture. A Relationship Map goes beyond just listing assets. It visualizes the interdependencies within a family, allowing advisors to: 👀 See exactly who is involved (and who is being left out) of the conversation. 👨‍👩‍👧 Engage the next generation early by showing them how they fit into the legacy. 🕸️ Turn a tangled web of beneficiaries and entities into a clear, actionable visual. 🤝 Stop managing spreadsheets and start mastering relationships. When you visualize the “who" alongside the “what,” your strategy becomes their story. 📖 Read the full breakdown on mastering generational wealth transfer and the role of Relationship Maps here 👉 bit.ly/4cmXNuv

We're in sunny Tampa Bay this week for the BISA Annual Conference! ☀️😎 If you're here too, make sure you stop by and say hi to the Asset-Map team and attend our Founder & CEO, H. Adam Holt's presentation TODAY at 2:45pm! We’re excited to chat about transforming your planning conversations and how visualized advice can elevate every client interaction.

🚀 Is your tech stack a streamlined control panel or just a cluttered toolbox? For the past decade, the industry has been in an "accumulation phase" for software. Firms have added tool after tool in search of efficiency, yet many advisors still feel stuck trying to piece together a client experience that feels truly human. In his latest article in ThinkAdvisor, our Founder and CEO, H. Adam Holt, demonstrates that the next era of advisor tech isn't about adding more widgets, it’s about a fundamental shift toward Advice Engagement. Adam identifies the 4 "Musts" for the next era of effective advice delivery: 1️⃣ CRM as the Central Nervous System: It must evolve from a digital filing cabinet into an intelligence hub that anticipates client needs before you even log on. 2️⃣ Explainable Portfolio Execution: Trading platforms must move toward an "Amazon-like" marketplace where the focus is on illustrating the why behind every decision. 3️⃣ Planning Must Become a Collaborative Canvas: We must trade 100-page static reports for interactive storytelling that lets clients co-create their financial narrative in real-time. 4️⃣ The Advisor Experience Must Be Unified: We must orchestrate our tools so the technology fades into the background, allowing your empathy and expertise to take center stage. The goal isn't just better tech; it's better conversations. Read the full article here: 👉 bit.ly/4u5CEeE

We're officially in Tampa Bay for the Annual BISA Conference 😎 If you're attending, make sure you attend H. Adam Holt's session TOMORROW at 2:45pm! Our founder and CEO will be covering all things Advisor Intelligence and how that combined with human connection drives client loyalty and growth. You'll walk away with actionable steps you can make to elevate client conversations and future-proof your practice. ✨ The Future of Advice: Human Connection, Advisor Intelligence and Sustainable Change 🕒 When: Tuesday, March 3 | 2:45 PM – 3:30 PM 📍 Location: Ybor Salon IV

"There is no actual training around basic communication skills. What do you say when a client has lost their spouse?" — Ashley Quamme, Beyond the Plan This gap is one of the biggest opportunities in advice. Bringing therapeutic awareness into the advisory process isn't scope creep—it's risk management and relationship preservation. Advisors trained to listen for what's unsaid, respond with steady language in moments of loss, and know when to bring in specialized support will build the deepest client relationships. Download "Advice Delivery in 2030" → hubs.li/Q0449Spj0

We're headed to Tampa Bay for the Annual BISA Conference 😎🌴 Make sure you stop by the Asset-Map booth to say hi to the team! Plus don't miss out on our Founder & CEO, H. Adam Holt's presentation on how to combine advisor intelligence with human connection to drive client loyalty and growth! The Future of Advice: Human Connection, Advisor Intelligence and Sustainable Change When: Tuesday, March 3 | 2:45 PM -3:30 PM Location: Ybor Salon IV

Don't miss out on our LIVE webinar in 3 HOURS with @JumpAdvisorAI We're showcasing our powerful integration designed to help advisors turn meaningful client conversations into clear, actionable steps. When you join, you'll see how to: ⏱️ Save over an hour per workday with AI-assisted meeting follow-up 📈 Scale client service by redirecting reclaimed time toward proactive planning 🎯 Keep Asset-Map Reports aligned with real client intent and priorities Register now 👉 hubs.li/Q0449VcP0

In 3 HOURS we're joining @Wealthbox for a LIVE webinar! Don't miss out, we're covering how our platforms work together to strengthen trust, improve clarity, and support more meaningful long-term engagement for advisors and your clients. What you'll take away: 🧭 How a life-planning framework helps advisors connect goals to financial decisions 🗺️ How Asset-Map supports clearer, more collaborative client conversations 📊 How Wealthbox helps track goals, follow-ups, and execution over time 🤝 Ways to strengthen trust and consistency across the entire client relationship Register today 👉 hubs.li/Q0449Ywl0