Asset-Map
@AssetMapLLC
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The financial picture that’s worth a thousand decisions.
Philadelphia, PA
Joined February 2015
How do you engage around advice when financial planning isn't getting to enough people? 🤔. Check out the full conversation on @MichaelKitces podcast!.
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NEXT WEEK we'll be joining @InstituteDFA to go over the intricacies of divorce and how it impacts clients' financial lives. Learn how to accelerate the conversation using visuals to give your client peace of mind. Register today 👇.
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We're rounding out the month with our August product update video 🤩. Learn more about new updates to Drafts, a refresh on our Target-Map Comparisons, and even a sneak peek at an upcoming feature, Priorities!. Full video 👇.
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The Great Wealth Transfer, is it a boom or a bust for advisors?. Don't miss out on tomorrow's episode of Adam Unfiltered, happening on LinkedIn LIVE at 1pm ET. Tune in 👇.
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This Thursday, our CEO & Founder is covering the Great Wealth Transfer, and whether or not the trillion in assets shifting is a boom or a bust for advisors. Tune in this week 👉
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Learn more about the 3 key steps in risk management through financial planning that you can implement when assessing your clients’ risk profiles accurately to best serve them. Full article 👉
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We’ve made some updates to Joint Ownership!. See how this enhancement impacts planning conversations, especially those around financial ramifications for end of life conversations. Check out the full video 👉
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There’s nothing worse than when clients start seeming disconnected or passive in planning sessions. See how you can implement these 9 actionable strategies to boost collaboration and achieve high client engagement. Full article 👉
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We're excited to be joining @Holistiplan and @NitrogenWealth for an exclusive membership Lunch & Learn hosted by the Women's Leadership Alliance!. August 21 at 12:00 PM EST.Register: Tracy@womensleadalliance.org.
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Don't miss out on LinkedIn Live TOMORROW, where our CEO & Founder will discuss his thoughts on AI and whether or not human financial planners will become obsolete because of it. Tune in tomorrow 👇.
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Hot Take: An incomplete financial plan is better than a complete one🔥
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🚨 Don't miss out on August Accelerate NEXT WEEK! 🚨. We're going over all the exciting new product releases and enhancements that have rolled out in the last few months. Register today👇.
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Join us TOMORROW on LinkedIn Live, where our CEO & Founder will discuss his thoughts on the tech-savvy and self-directed millennials and if they even need financial advisors!. Tune in tomorrow 👇.
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Find out what Alison's tech stack would be if she started an RIA today 🤔
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RT @trustandwill: FOMO alert for anyone who missed the @NitrogenWealth, @AssetMapLLC, T&W happy hour 🥲.
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Empower your clients to proactively flag updates or additions to their financial lives with Client Portal Suggest Mode! . Check out the full video 👉
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RT @dianacabrices: If you’re not at tonight’s happy hour in San Diego hosted by @trustandwill @NitrogenWealth & @AssetMapLLC , where even a….
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Reporting LIVE from San Diego this week at the @LPL Focus Conference! ☀️😎. If you're here too, make sure you stop by and say hi to the Asset-Map team!. We're excited to chat about all our new enhancements we've recently made to the platform.
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Did you know that 1 in 4 US employees work remotely? . That means financial planning practices to serve clients effectively have adapted with the rise of the digital nomad lifestyle, as well as clients’ financial needs and goals. Learn more about the 4 tactics you can use to
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