Asset-Map

The financial picture that’s worth a thousand decisions.

[Asset-Map @AssetMapLLC]

What if your clients actually understood their financial plan?

That’s the question we’re bringing to Schwab IMPACT in Boston, October 27-29. Find Asset-Map at booth Tech37.

You know the review where the client nods along and leaves with a thick report they never open. Asset-Map puts the full complexity of a household’s financial life on one page, so you and your client are literally on the same page. Clarity comes fast, and trust follows.

Alison Susko, Mike Hemmert, and Jimmy Finnerty will be there, and they want to see your hardest client situation. Bring the one that’s tough to explain and we’ll show you how quickly Asset-Map brings it into focus.

Already using Asset-Map? Stop by and tell us what’s working and what you want to see next.

Can’t catch us at the booth? Message us or drop a comment and we’ll find a time to connect.
#SchwabIMPACT #AssetMap #ConversationalFinancialPlanning

[Asset-Map @AssetMapLLC]

Congratulations to Bakhtawar Naqvi, Sales Development Representative, our September Values in Action winner! 🎉

B takes full ownership of her role. Every day, and no matter how challenging the task.

Anyone can own the easy parts. B owns the hard ones too, and she does it consistently. That is why her fellow team members recognized her for Integrity and Personal Responsibility.

It also shows up in how she treats the people around her. She arrives with 100% commitment to her work and her colleagues, and that “Same Team” mentality makes everyone beside her better.

Abbey Less nominated B and put it simply: “She knocks it out of the park every single time.”

Congrats, B. Genuinely glad you’re on our team.

Values in Action is peer-driven, so next month it’s someone else’s turn.

✦ Integrity ✦ Customer First Empathy ✦ Elevate the Profession ✦ Simple/Rich Design ✦ Personal Responsibility ✦ “Same Team”
#ValuesInAction #CoreValuesInPractice #AssetMapCulture

[Asset-Map @AssetMapLLC]

Your clients don't need more numbers. They need a clearer picture. 📊

Learn how to turn needs analysis into a conversation that moves clients to action, plus get a first look at new Target-Maps enhancements.

🗓️ Thursday, Oct 22 | 3 PM ET
🎙️ Hosted by LiaJean McHenry

Register: https://t.co/EEHAPN28HO

#FinancialPlanning #FinancialAdvisors #AssetMap

[Asset-Map @AssetMapLLC]

Your client mentioned a refinance and a new rollover in the review. Three weeks later, their Asset-Map still doesn’t show either.

That gap between the conversation and the record is what our new integration with Quin is built to close. Quin preps you before the meeting with household details from Asset-Map, takes notes during it, and updates the household’s members and instruments afterward, so the map you pull up next time matches what’s actually true.

See it live on Tuesday, October 20 at 1:00 PM ET where @Alison Susko of Asset-Map and @Gabe Caldwell, Co-Founder of Quin, will walk you through "Turning Conversations Into Action: Inside the Asset-Map + Quin Integration."

👉 Register: https://t.co/Ux8aODBKIx

#FinancialAdvisors #WealthTech #AdvisorTech

[Asset-Map @AssetMapLLC]

Is the hardest part of your client meetings everything that happens outside them?

You prep the night before. You take notes while trying to listen. Then you spend the afternoon updating records from memory. By the next review, the picture you're working from may already be out of date.

Asset-Map now integrates with Quin, the AI assistant built for financial advisors. Asset-Map keeps you and your client focused on what matters most for the household. Quin handles the work before and after.

Before the meeting, Quin reviews your calendar and builds a brief for each client, pulling household members, financials, and how they connect straight from Asset-Map.

During the meeting, the Asset-Map Report puts the household's complete financial picture on one page, and Signals and Target-Maps turn the conversation toward decisions. Quin takes notes whether you meet in person, on video, or by phone.

After the meeting, Quin updates the household in Asset-Map, logs notes to your CRM, and sends you a recap of every change. Fix anything with a simple reply.

See it live on Tuesday, October 20 at 1:00 PM ET. Alison Susko of Asset-Map and Gabe Caldwell, Co-Founder of Quin, will walk you through "Turning Conversations Into Action: Inside the Asset-Map + Quin Integration."

Big thanks to Libby Griewe for the introduction that started this partnership.

Save your seat 👉 https://t.co/z27klM4bjz (https://t.co/z27klM4bjz)

Less busywork. More time for the conversations that move clients forward.

#FinancialAdvisors #WealthTech #FinancialPlanning

[Asset-Map @AssetMapLLC]

The math is right. The assumptions are solid. The funding gap is calculated to the dollar. So why does your client's attention drift halfway through the conversation?

Needs analysis can turn into a wall of numbers fast, and that's usually the moment clients check out. Target-Maps turns complex goal analysis into something clients can actually see, follow, and act on, whether they're fully funded, underfunded, or somewhere in between.

Join LiaJean McHenry on Thursday, October 22 at 3 PM ET for a deep dive into Target-Map best practices:

✅ The math and logic behind the numbers
✅ Building side-by-side comparisons
✅ Cloning scenarios for what-if planning
✅ New Target-Maps preference enhancements that keep your assumptions aligned across your entire practice

Walk into your next planning session with a client who's leaning in, not tuning out.

👉 Save your seat: https://t.co/fm1EGwUuAl

#FinancialAdvisors #FinancialPlanning #WealthManagement #AssetMap #ClientEngagement

[Asset-Map @AssetMapLLC]

What if the information from a client meeting could immediately become something you can see, understand, and act on?

That's the question we're answering in an upcoming webinar with our integrated partner, Jump. Watch a client conversation turn into a complete household picture automatically, and see how advisors are using it to spot gaps, catch opportunities, and act faster.

September 29 | 4 PM EDT
Save your spot: https://t.co/iCS5BCkvBG

[Asset-Map @AssetMapLLC]

Every month at Asset-Map, we recognize someone who brings our core values to life. This month, that's Rush Weigelt, Senior Data Engineer.

One of our core values is Simple/Rich Design. Rush is always listening to business speak and translating it to tech and HubSpot speak, a true talent to live in so many different conversations and integrate them into one cohesive technological framework.

He also Elevates the Profession. Mike Hemmert put it this way: "While his title is in Operations, he's become an invaluable partner to Sales, Marketing, and Operations alike. In the last year, he took on the enormous task of completely rebuilding our sales process and untangling more than 300 existing workflows."

And he takes Personal Responsibility. As Mike shared: "What I appreciate most about Rush isn't just his technical ability, it's his attitude. He consistently brings thoughtful ideas to the table, with the goal of finding the best solution for the company."

Congratulations, Rush. Well deserved. 🎉🙌

Values in Action celebrates how we live our values daily: Integrity, Customer First Empathy, Elevate the Profession, Simple/Rich Design, Personal Responsibility, "Same Team."

[Asset-Map @AssetMapLLC]

Your client meeting ends, and then the real work starts: typing up notes, updating the file, chasing down what changed.

What if that step just... didn't exist? What if that information could immediately become something you can see, understand, and act on?

Join Jump and Asset-Map for a live look at how advisors are turning client conversations directly into a clear, visual financial picture — no manual data entry, no post-meeting cleanup.

Spend less time documenting, and more time advising.

September 29 | 4 PM EST
Save your spot: https://t.co/1TnfFa4ZEI

[Asset-Map @AssetMapLLC]

Congrats to Daisy Clifton on her promotion to Lead Implementation Advisor at Asset-Map!

Daisy works directly with advisors from their first day with Asset-Map, walking them through onboarding with the kind of patience and care that turns a new user into a confident one. That ability to make every advisor feel supported from the start is exactly what earned her this promotion.

We celebrate you today, Daisy, and wish you great success in your new, expanded role. We know you will continue to do great things here at Asset-Map!!🎉

[Asset-Map @AssetMapLLC]

Today we remember the lives lost on September 11, 2001. We honor the first responders, the families, and the resilience of our nation. 🇺🇸

[Asset-Map @AssetMapLLC]

Tonight's the night! 🎉 The Wealthies Awards are here, and we couldn't be more excited to celebrate with the entire industry.

We're especially proud of our own Alison Susko, a finalist for Partnership Development Exec of the Year. Alison is a true culture carrier at Asset-Map, she brings our mission to life for everyone she works with, while constantly bringing new ideas back into how we grow and serve our community as VP of Community.

We're also honored to be finalists for Estate Planning Technology (Relationship Maps) and Thought Leadership (An Advice Engagement Event).

Can't wait for tonight to recognize all the finalists and celebrate the winners. Congrats to everyone on the list!

#Wealthies #WealthManagementAwards

[Asset-Map @AssetMapLLC]

The most successful advisors don't just network; they build intentional partnerships.

Are you struggling to land high-net-worth clients? The secret often lies in your Centers of Influence. Join Asset-Map and PSBLTY on September 2 at 2pm ET to learn the repeatable strategy for identifying, engaging, and activating COI relationships.

Register here: https://t.co/R7WEIBDZqc

#Partnerships #Networking #BusinessDevelopment

[Asset-Map @AssetMapLLC]

Why do referral requests usually lead to nothing?

It’s not a client problem—it’s a methodology problem. Join Asset-Map and WealthReach on August 26 at 2pm ET to learn how to move from "well-intentioned" referrals to warm, real-time introductions. Let's turn your existing clients into advocates.

Join us: https://t.co/lM6q592ylK

#ReferralMarketing #ClientExperience #WealthManagement

[Asset-Map @AssetMapLLC]

Growth shouldn't rely on luck or charisma.

The strongest advisors rely on systems, not chance. Join Asset-Map and PSBLTY on August 19 at 2p ET for a deep dive into the enrollment framework that turns "salesy" conversations into repeatable, sustainable organic growth.

Save your spot: https://t.co/5XLeWXHd3B

#SalesStrategy #AdvisorSuccess #GrowthMindset

[Asset-Map @AssetMapLLC]

We want to shine a light on someone at Asset-Map who embodies exactly what we mean when we talk about our values: Abbey Middleton.

Abbey's our latest Values in Action winner, recognized by her peers for three core values: Customer First Empathy, Simple/Rich Design and Same Team.

Shortly after Abbey started, she was tasked with bringing the Growth Studio to life. No blueprint, she was just handed an idea we had. She went and talked to other employees, pulled in advisor requests, and looked at what the industry was doing that actually worked. Then she built a resource hub that gives advisors a single place to find the tools, partners, and resources they need to grow their practice. That's not a small thing. It's easy to make something helpful or something polished. Doing both at once is the hard part.

What stands out is how she got there. Abbey didn't just take the assignment and disappear into a doc. She asked questions, she listened to what advisors were actually asking for, and she kept refining until what she’d built matched what people needed, not just what looked good on a slide. That's the empathy piece. It's not a value we talk about, it's one she practices.

LiaJean McHenry works closely with Abbey, here’s what she had to say: "Abbey exudes a deep sense of urgency and strong work ethic. She's always seeking to learn and understand what we're doing, and always willing to help. When she says she'll do something, she does it, and does it well."

That's her commitment to Same Team. 

Congrats, Abbey. Genuinely glad you're here.

Next month, we’ll spotlight another teammate who brings our core values to life:
✦ Integrity ✦ Customer First Empathy ✦ Elevate the Profession ✦ Simple/Rich Design ✦ Personal Responsibility ✦ "Same Team". 
#ValuesInAction #CoreValuesInPractice #AssetMapCulture

[Asset-Map @AssetMapLLC]

Your next client isn't waiting for a referral—they are searching for an advisor right now.

Speed matters. Visibility matters. If you're still relying on old-school prospecting, you’re missing the shift in how people choose advisors today. Join Asset-Map and WealthReach on August 12 at 2pm ET to see how AI prospecting can help you win the meeting.

Register now: https://t.co/tliSDlSu7A

#Prospecting #AI #FinancialServices

[Asset-Map @AssetMapLLC]

In a commoditized industry, clarity is your greatest competitive advantage.

Why do some advisors effortlessly attract their ideal clients while others blend into the background? Join Asset-Map and PSBLTY on August 5 at 2pm ET to discuss how to build a messaging framework that clarifies your value and earns trust before the first meeting even happens.

Join the conversation: https://t.co/lS9ysHiEGM

#PersonalBranding #FinancialAdvisors #BrandStrategy

[Asset-Map @AssetMapLLC]

What would it take to turn every conversation into a real opportunity?

We're headed to Cetera Connect2Peers in Salt Lake City, August 3-5, and we're not just showing up to hand out swag. Every conversation at this conference is a chance, whether you're an existing Asset-Map user, an advisor still working with spreadsheets, or a strategic partner we haven't met yet.

If you're there, find our team. Bring your toughest client conversation and we'll show you how Asset-Map turns it into clarity.

See you in Salt Lake City.

[Asset-Map @AssetMapLLC]

Most advisors spend years meticulously engineering what kind of investments a household should own. But far too many completely overlook location, deciding where that wealth should actually live to avoid unnecessary tax drag.

When your clients reach retirement, the last thing you want is for them to discover that an unoptimized tax setup is silently eating away at their hard-earned net value. It’s not just about the gross investment return anymore. It is entirely about what your clients keep net of fees and net of taxes.

Next Thursday, August 13th at 3:00 PM ET, host LiaJean McHenry is pulling back the curtain on our highly anticipated brand-new product capability.

Don't let your clients reach retirement only to realize nobody packed the tax protection. Spaces are filling up fast for this must-attend session.

👉Secure Your Spot Now

#AssetMapLocation #FinancialAdvisors #TaxAwarePlanning #FinTechInnovation #ConversationalPlanning #AssetMap #AssetLocation