How do you engage around advice when financial planning isn't getting to enough people? 🤔. Check out the full conversation on @MichaelKitces podcast!.

"I also have Asset-Map, which I use for client conversations. It's definitely my best prospecting tool, because it's a way to kind of get everybody organized, get a clear picture and talk through their financial lives. … “ . We were featured as one of Nate Byers’ tools for

🚨 Don't miss out on July Accelerate NEXT WEEK! 🚨 . We're taking a closer look at hidden gems and features in Asset-Map that may be a game changer in your practice. See how you can elevate your client meetings and take your prospecting as well as backend processes to the next

Don't miss out on our webinar with @Wealthbox TOMORROW!. Learn how to make client meetings more proactive with personalized planning sessions. Plus, you'll walk away with steps on how you can uncover gaps and priorities as well as identifying opportunities to reinforce your

Did you know you can now create a linked entity in Asset-Map with legal instruments? . This new enhancement allows you to extend the breadth and depth of planning conversations advisors can have with clients. Learn more about this enhancement 👇.

While compliance challenges may be common among financial planners, it doesn’t have to be complicated to overcome them. Learn more about the 4 strategies to tackle these challenges, as well as how you can establish a program to monitor your practice for ongoing compliance.

“True patriotism springs from a belief in the dignity of the individual, freedom and equality not only for Americans but for all people on earth.” .—Eleanor Roosevelt. Happy #4thofJuly! We're celebrating our independence with friends and family, and we hope you have a great day

🚨Webinar happening NEXT WEEK 🚨. Not sure how to personalize planning sessions with clients? . Join us along with @Wealthbox to learn how to uncover gaps and priorities, as well as identify opportunities and reinforce your value! . Register today 👇.

After one Boot Camp session, see how this advisor was ready to start incorporating Asset-Map into his practice. Secure a spot for our July Boot Camp 👇.

Did you know that 70% of affluent families lose their accumulated wealth by the second generation? . Learn more about the 4 strategies you can take to facilitate seamless intergenerational wealth transfer and planning. Full article 👇.

We're kicking off summer with our June product update video 😎☀️. We've released the ability to link legal instruments to entities, some speed of use updates including quick visual data entry in Sidebar and the option to clone legal documents, and we've adjusted the avatars so

Did you know the Father of Life Planning, George Kinder, joined Adam and Derek on an episode of Rethink to talk about his stance on what it means to be fiduciary? . Listen to the full episode to hear them talk about Salespeople/media versus fiduciaries/planners, how limited

We’re excited to be hosting a webinar in a couple of weeks with @Wealthbox! . You’ll learn how to turn annual review meetings into proactive personalized planning sessions to uncover opportunities and reinforce value. Register today 👇.

The more you know. about our @Holistiplan integration. 🔄 Now a two-way sync allows you to connect info in and out of both platforms. Check out the full video for a deeper dive of this integration 👇.

How do you think tech and approaches in the future will differ from today? 🤔. Check out what our CEO, H. Adam Holt, had to say in this article, where he collaborated with @DerekNHNotman of Couplr and @MichaelLecours of @FpPathfinder . Read the full article via @@MichaelKitces 👇

Our June Accelerate Training is happening this week! . Explore everything from a practical walkthrough of how Loss of Life Target-Maps to best practices for presenting sensitive conversations with clarity and compassion. Join us this Thursday for insights into using this

One of our users brought on a $7 million client account with the power of Asset-Map. Learn how you can win clients over by simplifying and clarifying complex financial plans 👇.

Morgan Stanley predicts a rebound in mergers and acquisitions (M&A) in 2025 due to an improved regulatory environment and $3 trillion in uncommitted capital. Learn more about the 6 key factors influencing business valuation and how you can increase the value of your business for

If you're interested in becoming an Asset-Map power user, join us for our Summer Boot Camp! . Happening July 22nd-24th, you'll experience a master-class level training where you'll get live and direct insights with other top users, opportunity to talk to our CEO & Founder, and so

🚨 Don't miss out on June Accelerate NEXT WEEK! 🚨 . Get a practical walkthrough of how Loss of Life Target-Maps are designed to help advisors visualize and prepare for the financial impact of a client’s passing. Explore real-world scenarios, learn best practices for presenting

If you're a self-guided learner, Asset-Map University might be for you! . Check out our third and most advanced level course for expert users, where you'll learn directly from our CEO & Founder, Adam Holt. Walk away with actionable steps you can use in your own practice to