Case Study: Evergreen Wealth Strategies achieves fully remote client meetings with Asset-Map

Evergreen Wealth Strategies Transitioned to a Remote-Friendly Practice with Ease

Evergreen Wealth Strategies, a financial planning team led by Mark Hannah, CFP®, faced a challenge with planning tools that were either too complex, too time-consuming to use, or not built for their middle-American clientele to easily understand. They needed a client-centric solution to facilitate clear and efficient financial conversations, which led them to the vendor Asset-Map.

By implementing Asset-Map as their primary presentation platform, the team gained an intuitive, visual tool that simplified data entry and created easily graspible reports for clients. This solution enabled Evergreen to successfully transition to fully remote meetings, a move that was seamlessly executed even before the pandemic. As a result, client conversations became more productive, the business grew, and Asset-Map became integral to every client relationship, with one client even affectionately referring to her report as her "stick figure picture."

Evergreen Wealth Strategies

Mark Hannah

Evergreen Wealth Strategies