Asset-Map Leadership

Visualize the facts. Discuss what matters.

[Asset-Map Leadership @asset_map]

We’re not just SaaS for Advisors. We’re investing in Process-as-a-Service.
And it changes how early “value” shows up in advice conversations.

If you’d like to see how we demonstrate this live, here’s a short founder demo:
👉https://t.co/IQUEe4CtwU

#SaaS #FinTech #WealthTech

[Asset-Map Leadership @asset_map]

A client grabbed my Asset-Map right out of my hands and said, “Don’t bring that big pile of research again—this is what my spouse has been asking me for to finally understand our finances.”

How Asset-Map evolved 5-minutes: https://t.co/is9SiAqX4W

[Asset-Map Leadership @asset_map]

So here is my contribution to the industry after going to #SHIFT2024 last week. Hearing the mantra we've been chanting for years - Talking all about Human Advice Delivery. Enjoy, share, comment, nod your head!
https://t.co/qMunKdUZno
#LeadWithAdvice #cfp @AssetMapLLC

[Asset-Map Leadership @asset_map]

@mobileassistCEO @RedtailCRM @ThreeCrownsLLC omg. Please. You may have 3x1 employees at @MobileAssistant but its all "Talk" where we are all "Show". VOTE NOW~!

[Asset-Map Leadership @asset_map]

@DerekNHNotman Great session on the Convenience Economy for #FinancialAdvisor

[Asset-Map Leadership @asset_map]

"Talk This!" @MobileAssistant elephant as @AssetMapLLC Mappy dunks on your party in the #fintech Madness Bracket from @ThreeCrownsLLC

Everyone Vote today! Winner faces @RedtailCRM v. @WeAreWealth https://t.co/Kwv0ElXpsG

[Asset-Map Leadership @asset_map]

@PatBriskey @AssetMapLLC @RightCapitalHQ Interesting ask @PatBriskey. I would pose the following analogy: is an X-ray redundant to an MRI or it’s complement? Depends on the patient, Dr and diagnosis. 70% of @AssetMapLLC users claim to retain another planning tool for just those moments. I did. 1600 on AM, 7 on eMX

[Asset-Map Leadership @asset_map]

@RetirementRisks @redtailtech Amazing that this was the same temple that the #elders gathered in! Humbled.

[Asset-Map Leadership @asset_map]

@RetirementRisks @investmentnews @FinServOrg Alphabetically for sure! Lol. You keep Amazing company

[Asset-Map Leadership @asset_map]

Today in Starvine 10/11 at #dcpa23 Ron and I are sharing actionable techniques to drive advisory convos with clients! Will be revealing and fun. ⁦@AICPA⁩

[FinancialAdvisor.TV @finadvisortv]

.@MattHalloran_ breaking down #ExcellRepresent featuring: @dianacabrices @FemalesNFinance @BionicSocialite @thehannahjmoore @cherylnash2 & @alisusko_alison from @assetmapllc

#advisorspeeddemos @ProudMouth_ @sjaycoulter

[Asset-Map Leadership @asset_map]

@finadvisortv @MattHalloran_ @dianacabrices @FemalesNFinance @BionicSocialite @thehannahjmoore @cherylnash2 @alisusko_alison @AssetMapLLC @ProudMouth_ @sjaycoulter So many friends were honored here! Thank you @MattHalloran_ and @sjaycoulter . Cheryl, Diana, Hanna and Sheryl!! .... @alisusko_alison Queen of Community! @AssetMapLLC

[Asset-Map Leadership @asset_map]

So many great comments from our peers. Thanks for all that attended. FOMO? Sorry. we missed you too. LOL

[Grant @TangibleAlpha]

These two are pros. Loved the experience at #advicetechlive well done!!!
@AssetMapLLC

[Income Lab @WeAreIncomeLab]

Thank you AssetMap for including Income Lab in what was an amazing #AdviceTechLive 2023 event. On top of being a part of a impressive line up we were able to raise awareness for Invest in Others and the Leukemia and Lymphoma Society in memory of Gavin Spitzner. To donate to t ...

[Asset-Map Leadership @asset_map]

WealthManagement article on #AdviceTechLIVE keynote day 1. Day 2 keynote starts in 4 minutes!

[Asset-Map @AssetMapLLC]

Our #AdviceTechLIVE Keynote Panel was featured on @wealth_mgmt!

Industry thought leaders like David Karr (@EquitableFin), Burt White (@CarsonGroupLLC), and Colleen Bell (@CambridgeIBD) spoke about the future of advice delivery and engagement

https://t.co/XejTQCk3hr

[Asset-Map Leadership @asset_map]

Expert panel breaking down the day and what they saw. Bow that’s different content! Keep disrupting. https://t.co/Ja3hGNv7Gj #AdviceTechLIVE

[Asset-Map Leadership @asset_map]

5 minute BIO BREAK @ #adviceTechLIVE nowwwwww

[Asset-Map Leadership @asset_map]

Having a blast listening to https://t.co/3T2yChVTTO ... recordings available to registrants. Have 4 pages of notes already!
#adviceTechLIVE

[Asset-Map Leadership @asset_map]

@MichaelKitces Action on consultative advice requires three PROOFs of the advised party: 1. You know me 2. You know my situation. 3. You know my options. Once you provide consumable proof of these three -only then is your advice actionable: From this the tenants of @AssetMapLLC evolved.

[Asset-Map @AssetMapLLC]

🎙️Check out Ep 55 of Rethink where @GoldmanSachs Managing Director and US Navy Captain Richard Lofgren chats about what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow.

https://t.co/2vAs5bzyl6