Overview
Let your prospects and clients know that you provide an engaging and referable experience. Whether you are launching a new practice, re-engaging cold leads, or preparing for a client seminar, use the resources below to tell your story.
1. The Asset-Map Marketing Kit
Our comprehensive marketing kit provides the visual assets you need to promote your services.
What is included:
Asset-Map Flyers: Available in various formats. (Includes
.aisource files, allowing your printing professional to add your specific branding).Official Branding: Approved Asset-Map logos and design systems.
Office Visuals: Asset-Map posters for your physical office space.
Digital Content: Pre-written social media posts and engagement email templates.
How to implement:
Step 1: Download the materials using the link below.
Step 2: Marketing in 3 Easy Steps! (Guide to implementation).
Step 3: Important: Ensure you address any requirements with your compliance department before publishing.
See it in action:
Curious how these contents look in the real world? Check out this Sample Advisor Website.
2. Consumer Video
Make an impact on your website with a high-quality explanatory video. Choose the option that best fits your subscription level.
Option A: Unbranded Video (Available to All Subscribers)
We host a general, non-branded commercial that explains the Asset-Map concept.
Action: Copy the embed code and provide it to your web developer to add to your site.
Learn more: Marketing your practice
Option B: Custom Branded Video (Elite Subscribers)
Benefit: Elite subscribers receive a custom-branded consumer video at no additional cost.
Action: Submit your request here: Request Branded Video
Option C: Custom Branded Video (Pro Subscribers)
Pro subscribers can purchase a downloadable branded video file to host on their preferred platform.
3. Training & Webinars
Join our community to learn features, tips, and tricks that advisors use to showcase the Asset-Map process.
Monthly Webinar: We meet on the first Monday of every month. Register for the next webinar here.
On-Demand: Watch previous marketing webinar replays here.
Tags: consumer, advertise, advertising, handouts, flyers, web, website, brochure
1/2026
