Our CEO, Adam, shares how to introduce the Asset-Map process to a client or prospect for the first time.
Remove the intimidation factor of an Asset-Map and give your clients confidence that you'll be able to show them if they are on track for major goals. Get them engaged right from the start. Enjoy...and send us your comments and thoughts!
Tips found in this video
Show empathy and concern
"People are overwhelmed with complexities of life."
"We need to communicate better with you."Introduce the Asset-Map process
Set expectation of an annual review using Asset-Map
Show them a sample of a similar client
Make the sample real for them
Asset-Map is your financial inventory on one page
You get to take an Asset-Map home with you
Show them and discuss their Asset-Map, which you've taken the liberty of creating (using a stencil)
Everyone gets a color printed copy with a pen (when it's an office visit)
Send Discovery Interview to complete prior to your meeting
Resources
Download a sample from the ones we have supplied to you.
Type the word "Sample" in the household search field, wait a moment for our samples to appear.
Click on the desired sample. Create a PDF from the household's Reports page.
Creating a plan for a sample client is easy! (we call a plan a Target-Map). Open the sample household and click the Target-Map page. Click the New Target-Map button. Select a desired planning discussion and a member to run it on.
Tag: financial mind mapping, prospect, prospecting, best practice, introduction, present, introduce, meeting, client
12/2025