Perhaps one of the most integral steps of the Asset-Map process is the ability to effectively use the Asset-Map Report in your meeting with a client or prospect. 

The Asset-Map Report, which visually reveals a family's financial picture, should be used not just as a way to "get on the same page" as clients, but also as the impetus for important conversations.
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The Asset-Map Team has developed a 1-page, best practice which suggests some of the "right" questions to ask when discussing the Asset-Map Report with a client or prospect. By asking these questions an advisor can uncover unknowns, risks, and opportunities.
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Tags: question, questions, answer, answers, fact, factfinder, learn, teach, ask, meeting

10/2024