Asset-Map

The financial picture that’s worth a thousand decisions.

[Asset-Map @AssetMapLLC]

After 10 years in the making, our integration with @eMoneyAdvisor is officially LIVE!

Learn more about how our exciting new integration allows advisors to leverage their complex data in eMoney while simplifying conversations with Asset-Map's visual platform.

Full article 👇
https://t.co/9sGcV9A5Gv

[Asset-Map @AssetMapLLC]

+ @wealth_mgmt

[Asset-Map @AssetMapLLC]

⭐ We're honored to be 2026 #Wealthies finalists! ⭐

The Asset-Map team is incredibly grateful to be recognized in three categories this year:

👉 Estate Planning Technology - Relationship Maps
👉 Partnership Development Exec of the Year - Alison Susko
👉 Thought Leadership - An Advice Engagement Event

These nominations reflect the passion, creativity, and commitment of our entire team, as well as the incredible advisors, partners, and clients who continue to inspire us every day.

We're especially proud to be recognized alongside so many respected industry leaders and friends who are helping shape the future of advice.

Congratulations to all of this year's finalists.

We look forward to celebrating with everyone in September! 🎉

[Asset-Map @AssetMapLLC]

Advisors: What if every client meeting ended with clear next steps, without hours of follow-up? 🤔

Join Asset-Map Founder & CEO H. Adam Holt, CFP, and Contio Founder & CEO Aaron Klein for a live webinar, happening NEXT WEEK at 2pm ET, showcasing our newest integration with Contio.

See how Asset-Map becomes your real-time decision hub while Contio handles prep, in-meeting intelligence, and flawless follow-through.

Reserve your spot today 👇
https://t.co/o8rq5KQ2ir

[Asset-Map @AssetMapLLC]

You've been in that meeting. 😬

The one where the conversation stalls, your new prospect hesitates, and you're not sure where to take it next.

Our next Accelerate session will help you tackle the awkward moments that prevent conversions. Join LiaJean McHenry and John Birney as they simulate a real client meeting using Asset-Map in real time, so you know exactly what to say and do when it matters most.

We’re diving into it all tomorrow, and you don’t want to miss it!

📅 Thursday, June 4 | 3 pm ET

👉 Register now → https://t.co/NP48f4sUUb

[Asset-Map @AssetMapLLC]

We’re excited to share that our Founder & CEO, H. Adam Holt, CFP, ChFC, will be speaking at the upcoming @MDRTweet Annual Meeting.

As clients gain access to increasingly sophisticated digital tools, the traditional way advisors present financial plans is rapidly changing. Adam will explore how to design more meaningful client experiences and why the real competitive edge isn’t artificial intelligence, but advisor intelligence instead.,

He’ll dive into how empathy, judgment, real-time insight, and trust-building set exceptional advisors apart, and how technology like Asset-Map can support, not replace, the human side of advice.

If you’re heading to MDRT, be sure to add this session to your agenda and discover new ways to elevate your client conversations 👇

https://t.co/SGLl0UYPRE

[Asset-Map @AssetMapLLC]

Better financial conversations start with better clarity.

TOMORROW, join Asset-Map + @Wealthbox to explore why visual financial planning helps clients better understand their picture, stay engaged, and make decisions with greater confidence.

We’ll cover the psychology behind visual vs. text-heavy communication, and how advisors can create a more modern, collaborative client experience.

Register here: https://t.co/yZ9HuTH7nQ

[Asset-Map @AssetMapLLC]

"Advisors need to be adaptable, creative, and tech-savvy to meet their clients' evolving expectations. It's not just about investments anymore."
— @TorieHappe, Jump Advisor AI

Future-ready advisors must leverage technology, sharpen their human skills, and become relationship managers who deliver a truly comprehensive experience.

Torie's perspective is one of 48 voices in our new white paper, Advice Delivery in 2030. Inside: you'll learn
- How the advisor role is shifting from product expert to relationship architect
- The skills that separate the advisors who thrive in 2030 from those who get squeezed out
- Where AI fits in your practice, and where the human still wins
- What firms should be investing in today to stay relevant five years from now

Download it free 👇

https://t.co/YNh1Zt9Rs2

[Asset-Map @AssetMapLLC]

Today’s prospects do not want more friction. They want clarity, confidence, and proof that you understand their world.

The advisors who win are the ones who can deliver insight early, simplify complexity, and make the first conversation immediately valuable.

That could mean a 15-minute value add, a more visual discovery experience, a smarter referral conversation, or helping families navigate multi-generational complexity with greater confidence.

See how you can lead with insight, build trust before the second meeting, and stand out as an advsior 👇

https://t.co/Y0O1H7X7xz

[Asset-Map @AssetMapLLC]

What helps clients move from uncertainty to action in a financial planning conversation?

Clarity.

Join Asset-Map + @Wealthboxfor a webinar on the psychology behind visual financial planning and why a visual-first approach can improve client engagement, comprehension, and decision-making compared to text-heavy planning experiences.

We’ll explore how advisors can use intuitive, interactive experiences to:
✔️ improve comprehension and retention
✔️ reduce overwhelm in complex conversations
✔️ create more collaborative, engaging planning discussions
✔️ support a more modern client experience

If you’re looking to make financial conversations more meaningful, client-focused, and actionable, this session is for you.

Register here: https://t.co/F9ZAtnuZYN

[Asset-Map @AssetMapLLC]

What if the first meeting between a client and their advisor felt less like an interrogation and more like the start of real advice?

Too often, discovery becomes a process clients have to endure instead of an experience that builds trust. In a world moving faster every day, advisors need a better way to get to the facts, the people, and their priorities (quickly and meaningfully).

That’s why Asset-Map was built: to help make advice delivery more accessible, engaging, and centered on the person, not the process. Because when technology handles more of the math, advisors have more time to do what matters most, lead with empathy, judgment, and insight.

Change the way people see their financial world, and you change the way they receive your advice 👇

https://t.co/X1testB5mp

#FinancialPlanning #WealthManagement #AdvisorTechnology #ClientEngagement #Fintech

[Asset-Map @AssetMapLLC]

"Members don't choose you based on rates or products. They choose you based on how you make them feel. That's a skill you build, not a feature you deploy."
— Jeff Ferraris, Director of Investment Services at UFCU

Clients bring more than money questions to the table. They bring fear, anxiety, and the need to feel seen. Data can model risk. It can't soothe it.

The advisors who win in 2030 will be the ones who turn complicated conversations into clarity. Not by stacking more tools. By making room for the moments that matter.

That's the focus of our latest white paper. Inside "Advice Delivery in 2030":
- How AI is redefining the advisor role
- Why emotional craft is now the core differentiator
- What actually belongs in a modern advice stack
- How leading firms are preparing today

Download "Advice Delivery in 2030" → https://t.co/brwjgl8zUp

[Asset-Map @AssetMapLLC]

If your growth plan still feels like throwing “financial darts,” it might be time to shift from salesperson to guide.

The advisors winning now lead with insight, showing prospects their world clearly in minutes and earning trust fast.

See how you can create that first “aha” moment in your prospect meetings today 👇
https://t.co/QQb4St0hKa

[Asset-Map @AssetMapLLC]

In a world where people expect clarity quickly, it’s worth asking why financial planning so often still feels slow and overwhelming.

Clients usually aren’t looking for every step behind the analysis. They’re looking for insight, guidance, and a conversation they can actually engage with.

How are you making planning feel more approachable for your clients?
https://t.co/LtuyjXaAox

[Contio @ContioAI]

Big news for financial advisors! We've teamed up with @AssetMapLLC.

Advisors walk in prepared, visualize the household live, stay present with clients, and walk out with every action item already captured.

No bot. No recording. Just intelligence.

Join @hadamholt + @AaronKlein on June 11, 2pm ET 👇
https://t.co/U0VoTPTBKd

[Mike MacDonald @empirenine]

💪

[Contio @ContioAI]

Financial advisors, this is it. Client meetings should be about humans — not the tech stack.

@AssetMapLLC + @ContioAI: prep handled, presence preserved, follow-up done. 💥

See it live June 11, 2pm ET 👇

[Asset-Map @AssetMapLLC]

We're excited to announce our newest integration with @ContioAI 🎉

Client meetings should be about humans, not juggling tools. That's why we're thrilled with this integration. Advisors can walk in prepared, visualize the household in real time, stay fully present with clients, and walk out with every insight, decision, and action item already captured.

Advisors who do not already have a Contio account get one automatically when they enable the integration. The free plan covers up to 20 meetings per month and includes agenda planning, document and data attachments, attendee sharing, AI-powered notes, AI-powered action items, and calendar integration, giving advisors a full AI operating system for meetings at no added cost.

Want to see the integration in action?

Reserve your spot for our upcoming webinar with H. Adam Holt and Aaron Klein of Contio on June 11th at 2pm ET, where we'll cover what more productive, more connected client meetings can look like 👇

https://t.co/Epzr0udZkK

[Asset-Map @AssetMapLLC]

AI may be changing the industry, but it won't change clients' need for clarity.

When you pair @eMoneyAdvisor's robust analytics with Asset-Map's visual platform, you seamlessly deliver advice that is clear and consumable, so clients feel empowered to make decisions by the end of the meeting.

Level up your financial conversations today 👉 https://t.co/uLiGAnt7WH

[Asset-Map @AssetMapLLC]

"2030 is just around the corner. There will be fewer back-office staff, and more client-facing staff. Technology's already embedded in every piece of advice delivery; it's just a continued trend in that direction."
— Jason Pereira, Senior Partner at @woodgatefi

The direction points toward invisibility.

The more technology recedes from view, the more human the experience becomes.

"Advice Delivery in 2030" captures what surfaced when we brought industry leaders together for a day of roundtables on planning, technology, M&A, and firm growth. It's the clearest picture yet of where advice is headed and what it takes to stay ahead.

Download it free →👉 https://t.co/XEa7yKV6Z7

[Asset-Map @AssetMapLLC]

Advisors are great at building the business… but what about building at home?

Check out this episode of 'Do Business. Do Life', where our Founder & CEO, H. Adam Holt, and Derek Notman, join Brad Johnson to uncover what they learned from 100+ interviews with entrepreneurial dads and the REBL Dads movement. They talk about what winning in business and life looks like without sacrificing either.

Full episode 👉 https://t.co/eNp920wj3o