Case Study: CIC Wealth streamlines prospect discovery with Asset-Map

How One Advisor Creates a Powerful First Impression in Discovery Meetings

CIC Wealth, a financial advisory firm, faced a challenge in creating efficient and powerful first impressions with high-value prospects. Advisor Malcolm Ethridge needed a streamlined way to present his value to tech executives and business owners who demanded clear, data-driven conversations without jargon. To solve this, he turned to a solution from Asset-Map.

Asset-Map's Discovery Tool provided a digital interview for prospects to complete before meetings, allowing Ethridge to immediately deliver personalized financial reviews. The vendor's platform also offered pre-populated Stencils for various client personas, saving time and showcasing expertise. This solution helped CIC Wealth grow its assets under management significantly, from $460 million to over $750 million, by improving client acquisition and streamlining the discovery process.

CIC Wealth

Malcolm Ethridge

Executive Vice President, Financial Advisor