Case Study: Hemingway Wealth Management creates clearer client planning conversations with Asset-Map

How to Use Asset-Map + eMoney to Create Intuitive Planning Conversations

Hemingway Wealth Management, a financial advisory firm, faced the significant challenge of an inefficient and disorganized client discovery process. Advisors struggled with collecting incomplete information, which dragged out initial meetings. To address this, they implemented the Asset-Map client engagement platform to streamline data gathering and improve client conversations.

The solution, Asset-Map, provided a visual, one-page report that consolidated all of a client’s financial accounts into a single, interactive view. This allowed for more precise and intuitive planning conversations. Furthermore, Hemingway's team integrated Asset-Map with their eMoney Advisor financial planning software, using both tools to complement each other's strengths. The result was a dramatically more efficient process, saving time in meetings and providing clients with a clear, comprehensive understanding of their financial picture to better support their goals.

Hemingway Wealth Management

Eric Hemingway

Hemingway Wealth Management