Asset-Map

Did last week’s tech selloff make any of your clients nervous about how much they hold in their winners? Many want to rebalance after a year like this. The capital gains bill is what stops them. A Section 351 ETF exchange may give clients with diversified, low-basis portfolios a way to change their allocation while deferring the tax. Earn CE and join us Nov. 18 to learn which clients qualify, how the process works, and what the new Treasury and IRS guidance means. H. Adam Holt, CFP®, ChFC®, Founder & CEO of Asset-Map, shows how to find these positions across your book. Eben Burr, President of Toews Asset Management, walks through the requirements, risks, and advantages. Shana Orczyk Sissel, CAIA, Founder & CEO of Banrion Capital Management, shows how to access these opportunities conflict-free. Wednesday, November 18 at 3:00 PM ET. 1 hour CFP® CE credit. Register 👉 hubs.li/Q04DWc430

Your prospect met with two advisors this month. One handed them a stack of forms and a request for statements. The other walked in already knowing their financial picture, and showed it to them on a single page. Who do you think they called back? First impressions win relationships. In our upcoming live webinar, How to Prospect Smarter, Onboard Faster, and Engage Longer, we’ll show you how to use Discovery, Stencils, Priorities, and the Client Portal to become the advisor prospects remember. 📅 Thursday, November 12 🕐 3:00 pm ET Save your spot: hubs.li/Q04DNtfb0 #FinancialAdvisors #WealthManagement #ClientExperience #FinancialPlanning

Today on Veterans Day, we pause to acknowledge how grateful we are for all that have served, and for the families who have supported you at home. To the veterans in our advisor community, THANK YOU! #VeteransDay

Delivering a plan is a transaction. Being understood is a connection. You’ve seen it happen. You hand over a 60-page plan full of careful work. The client nods politely and leaves more anxious than when they walked in. Being understood looks different. You sit on the same side of the desk, look at the same page, and walk through their whole financial life in plain English. Then you hear it. “I finally get it.” That’s the moment we built Asset-Map for. We’re excited to kick off the first full day of FPA SUMMIT. Stop by our booth to meet Alison Susko, our VP of Community, and Alan O’Donnell, our VP of Product Strategy. #FPASUMMIT #FinancialPlanning #CFP

What if the client meeting was the data entry? 🤔 In September, we showed how Jump and Asset-Map turn client conversations into a clear, visual picture of the household. Now we’re handing the mic to the advisors who use it every day. On Nov. 18, two advisors will walk through how the integration fits into their practices, including how they: ✅ Onboard new clients faster ✅ Keep households current without recreating every review ✅ Use dictation to capture what they already know ✅ Walk into meetings better prepared Then stick around for a candid roundtable and live Q&A. 📅 Wednesday, Nov 18 | 2:00 pm EDT Register: hubs.li/Q04DNthR0

Are capital gains taxes keeping your clients locked into positions they’d otherwise sell? Join us Nov. 18 for a CE webinar on how a Section 351 ETF exchange may help ease that anxiety. It lets clients diversify out of low-basis positions while deferring the tax. We’ll cover the rules, the pros and cons, and what this fall’s new Treasury and IRS guidance changed. H. Adam Holt, CFP®, ChFC®, Founder & CEO of Asset-Map, shows how to find these positions across your whole book. Eben Burr, President of Toews Asset Management, walks through the requirements, risks, and advantages. Shana Orczyk Sissel, CAIA, Founder & CEO of Banrion Capital Management, shows how to access these opportunities conflict-free. Wednesday, November 18 at 3:00 PM ET. 1 hour CFP® CE credit. Register 👉bit.ly/4k0kGYl #FinancialAdvisor #ETFs #TaxPlanning

What if your prospects showed up to their first meeting already engaged? With Asset-Map, they can.  In our upcoming webinar, we’ll walk through a repeatable workflow you can use with your very next prospect. How to Prospect Smarter, Onboard Faster, and Engage Longer 📅 Thursday, November 12 🕐 3:00 pm ET Save your spot: bit.ly/4iZO28c Can’t attend live? Register anyways, and we’ll send you the recording to watch on your own time! #FinancialAdvisors #AdvisorTech #Prospecting #ClientOnboarding

What if your clients actually understood their financial plan? That’s the question we’re bringing to Schwab IMPACT in Boston, October 27-29. Find Asset-Map at booth Tech37. You know the review where the client nods along and leaves with a thick report they never open. Asset-Map puts the full complexity of a household’s financial life on one page, so you and your client are literally on the same page. Clarity comes fast, and trust follows. Alison Susko, Mike Hemmert, and Jimmy Finnerty will be there, and they want to see your hardest client situation. Bring the one that’s tough to explain and we’ll show you how quickly Asset-Map brings it into focus. Already using Asset-Map? Stop by and tell us what’s working and what you want to see next. Can’t catch us at the booth? Message us or drop a comment and we’ll find a time to connect. #SchwabIMPACT #AssetMap #ConversationalFinancialPlanning

Congratulations to Bakhtawar Naqvi, Sales Development Representative, our September Values in Action winner! 🎉 B takes full ownership of her role. Every day, and no matter how challenging the task. Anyone can own the easy parts. B owns the hard ones too, and she does it consistently. That is why her fellow team members recognized her for Integrity and Personal Responsibility. It also shows up in how she treats the people around her. She arrives with 100% commitment to her work and her colleagues, and that “Same Team” mentality makes everyone beside her better. Abbey Less nominated B and put it simply: “She knocks it out of the park every single time.” Congrats, B. Genuinely glad you’re on our team. Values in Action is peer-driven, so next month it’s someone else’s turn. ✦ Integrity ✦ Customer First Empathy ✦ Elevate the Profession ✦ Simple/Rich Design ✦ Personal Responsibility ✦ “Same Team” #ValuesInAction #CoreValuesInPractice #AssetMapCulture

Your clients don't need more numbers. They need a clearer picture. 📊 Learn how to turn needs analysis into a conversation that moves clients to action, plus get a first look at new Target-Maps enhancements. 🗓️ Thursday, Oct 22 | 3 PM ET 🎙️ Hosted by LiaJean McHenry Register: hubs.li/Q04B0m7Z0 #FinancialPlanning #FinancialAdvisors #AssetMap

Your client mentioned a refinance and a new rollover in the review. Three weeks later, their Asset-Map still doesn’t show either. That gap between the conversation and the record is what our new integration with Quin is built to close. Quin preps you before the meeting with household details from Asset-Map, takes notes during it, and updates the household’s members and instruments afterward, so the map you pull up next time matches what’s actually true. See it live on Tuesday, October 20 at 1:00 PM ET where @Alison Susko of Asset-Map and @Gabe Caldwell, Co-Founder of Quin, will walk you through "Turning Conversations Into Action: Inside the Asset-Map + Quin Integration." 👉 Register: hubs.li/Q04B0lzF0 #FinancialAdvisors #WealthTech #AdvisorTech

Is the hardest part of your client meetings everything that happens outside them? You prep the night before. You take notes while trying to listen. Then you spend the afternoon updating records from memory. By the next review, the picture you're working from may already be out of date. Asset-Map now integrates with Quin, the AI assistant built for financial advisors. Asset-Map keeps you and your client focused on what matters most for the household. Quin handles the work before and after. Before the meeting, Quin reviews your calendar and builds a brief for each client, pulling household members, financials, and how they connect straight from Asset-Map. During the meeting, the Asset-Map Report puts the household's complete financial picture on one page, and Signals and Target-Maps turn the conversation toward decisions. Quin takes notes whether you meet in person, on video, or by phone. After the meeting, Quin updates the household in Asset-Map, logs notes to your CRM, and sends you a recap of every change. Fix anything with a simple reply. See it live on Tuesday, October 20 at 1:00 PM ET. Alison Susko of Asset-Map and Gabe Caldwell, Co-Founder of Quin, will walk you through "Turning Conversations Into Action: Inside the Asset-Map + Quin Integration." Big thanks to Libby Griewe for the introduction that started this partnership. Save your seat 👉 bit.ly/3TEzl0G (bit.ly/3TEzl0G) Less busywork. More time for the conversations that move clients forward. #FinancialAdvisors #WealthTech #FinancialPlanning

The math is right. The assumptions are solid. The funding gap is calculated to the dollar. So why does your client's attention drift halfway through the conversation? Needs analysis can turn into a wall of numbers fast, and that's usually the moment clients check out. Target-Maps turns complex goal analysis into something clients can actually see, follow, and act on, whether they're fully funded, underfunded, or somewhere in between. Join LiaJean McHenry on Thursday, October 22 at 3 PM ET for a deep dive into Target-Map best practices: ✅ The math and logic behind the numbers ✅ Building side-by-side comparisons ✅ Cloning scenarios for what-if planning ✅ New Target-Maps preference enhancements that keep your assumptions aligned across your entire practice Walk into your next planning session with a client who's leaning in, not tuning out. 👉 Save your seat: hubs.li/Q04yCg5K0 #FinancialAdvisors #FinancialPlanning #WealthManagement #AssetMap #ClientEngagement

What if the information from a client meeting could immediately become something you can see, understand, and act on? That's the question we're answering in an upcoming webinar with our integrated partner, Jump. Watch a client conversation turn into a complete household picture automatically, and see how advisors are using it to spot gaps, catch opportunities, and act faster. September 29 | 4 PM EDT Save your spot: bit.ly/4cYiV9N

Every month at Asset-Map, we recognize someone who brings our core values to life. This month, that's Rush Weigelt, Senior Data Engineer. One of our core values is Simple/Rich Design. Rush is always listening to business speak and translating it to tech and HubSpot speak, a true talent to live in so many different conversations and integrate them into one cohesive technological framework. He also Elevates the Profession. Mike Hemmert put it this way: "While his title is in Operations, he's become an invaluable partner to Sales, Marketing, and Operations alike. In the last year, he took on the enormous task of completely rebuilding our sales process and untangling more than 300 existing workflows." And he takes Personal Responsibility. As Mike shared: "What I appreciate most about Rush isn't just his technical ability, it's his attitude. He consistently brings thoughtful ideas to the table, with the goal of finding the best solution for the company." Congratulations, Rush. Well deserved. 🎉🙌 Values in Action celebrates how we live our values daily: Integrity, Customer First Empathy, Elevate the Profession, Simple/Rich Design, Personal Responsibility, "Same Team."

Your client meeting ends, and then the real work starts: typing up notes, updating the file, chasing down what changed. What if that step just... didn't exist? What if that information could immediately become something you can see, understand, and act on? Join Jump and Asset-Map for a live look at how advisors are turning client conversations directly into a clear, visual financial picture — no manual data entry, no post-meeting cleanup. Spend less time documenting, and more time advising. September 29 | 4 PM EST Save your spot: bit.ly/4hb5nJc

Congrats to Daisy Clifton on her promotion to Lead Implementation Advisor at Asset-Map! Daisy works directly with advisors from their first day with Asset-Map, walking them through onboarding with the kind of patience and care that turns a new user into a confident one. That ability to make every advisor feel supported from the start is exactly what earned her this promotion. We celebrate you today, Daisy, and wish you great success in your new, expanded role. We know you will continue to do great things here at Asset-Map!!🎉

Today we remember the lives lost on September 11, 2001. We honor the first responders, the families, and the resilience of our nation. 🇺🇸

Tonight's the night! 🎉 The Wealthies Awards are here, and we couldn't be more excited to celebrate with the entire industry. We're especially proud of our own Alison Susko, a finalist for Partnership Development Exec of the Year. Alison is a true culture carrier at Asset-Map, she brings our mission to life for everyone she works with, while constantly bringing new ideas back into how we grow and serve our community as VP of Community. We're also honored to be finalists for Estate Planning Technology (Relationship Maps) and Thought Leadership (An Advice Engagement Event). Can't wait for tonight to recognize all the finalists and celebrate the winners. Congrats to everyone on the list! #Wealthies #WealthManagementAwards

The most successful advisors don't just network; they build intentional partnerships. Are you struggling to land high-net-worth clients? The secret often lies in your Centers of Influence. Join Asset-Map and PSBLTY on September 2 at 2pm ET to learn the repeatable strategy for identifying, engaging, and activating COI relationships. Register here: hubs.li/Q04qK3Ml0 #Partnerships #Networking #BusinessDevelopment