In this article
- 3 minute video of how to create a household, its Asset-Map and generate a report
- Next steps and other resources
Please watch this 3 minute video on how to make a household and Asset-Map. Replay it, pause it and watch it full screen to catch details. Reach out to firstname.lastname@example.org if you'd like assistance.
If you need to add more household members (people), click here.
If you need to add a legal entity (an institution, charity, trust), click here.
Or, learn how to produce an electronic copy of the report (in PDF format): click here.
Suggestions on what to say in a meeting using an Asset-Map:
How do Advisors use Asset-Map in a Meeting?
We've shown you how asset-map is transformative in every phase the advisor/client relationship. Please reference this article:
How to use Asset-Map in the Field
How to add Cash Flow financial, click here.
How to add an Asset financial, click here.
How to add a Liability financial, click here.
How to add an Insurance financial, click here.
How to illustrate a funding requirement using Target-Maps, click here.
Tags: on board, train, learn, basic, first step, smartstart, household, report, comprehensive