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.
The Asset-Map Team has developed a 1-page best practice that 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.
Tags: question, questions, answer, answers, fact, factfinder, learn, teach, ask, meeting
4/2025