LinkedIn
Youtube
X
Visit WebsiteHow Asset-Map Simplies Communication in Client Meetings
AXA
Joe Bauers
Advisor
Asset-Map
Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments.
Case Studies
Showing 15 Asset-Map Customer Success Stories
How One Advisor Tripled Business Through More Meaningful Client Conversations
AXA Advisors, LLC
Jack Choi
AXA Advisors, LLC
Bringing Family into the Fold How Susan Joy Bruno Uncovers Every Aspect of Her Clients’ Lives
Beacon Wealth Consulting South, LLC
Susan Joy Bruno
Managing Director
How Richard Hughes Uses Asset-Map to Get Clients Retirement Ready
Canada’s Best Pension Plan (CBPP)
Richard Hughes
Co-Founder
How One Advisor Creates a Powerful First Impression in Discovery Meetings
CIC Wealth
Malcolm Ethridge
Executive Vice President, Financial Advisor
Evergreen Wealth Strategies Transitioned to a Remote-Friendly Practice with Ease
Evergreen Wealth Strategies
Mark Hannah
Evergreen Wealth Strategies
How Eric Negron Used Asset-Map to Boost Conversion Rates by 40%
Forefront Wealth Partners
Eric Negron
CEO and Advisor Advocate
How to Use Asset-Map + eMoney to Create Intuitive Planning Conversations
Hemingway Wealth Management
Eric Hemingway
Hemingway Wealth Management
Why a Visual Plan is Worth a Thousand Words
Mutual of Omaha Investor Services
Marty Higgins
Mutual of Omaha Investor Services
How to Stay Passionate about Providing Financial Advice
Optimal Planning Partners
Henry Swan
Optimal Planning Partners
How Asset-Map Helps Seebeck & Associates Treat Everyone Like a Multimillionaire
Seebeck & Associates
Mark Seebeck
Seebeck & Associates
How Sharon Killion Reaches Clients with Complex Finances by Simplifying the Financial Picture
SKS Retirement Solutions
Sharon Killion
SKS Retirement Solutions
How One Advisory Firm Recouped 1,800 Working Hours Using AssetMap
Summit Wealth Group
Nicholas Rose
Financial Advisor
How Asset-Map Helps Valley Strong Credit Union Build Trust and Confidence with Its Clients
Valley Strong Credit Union
San Joaquin Valley
Valley Strong Credit Union
How Well Lived Wealth Creates Simple Answers to Complex Questions
Well Lived Wealth
Molly Ward
Founder
No matching case studies
