Additional Resources

Fact Finders, scripts, calculators, and more.

B

21 articles in this collection
Written by Michael Schwabe and Bobby Lalvani

Discovery Interview - The Client's View

See what the client sees as they complete the online interview

Written by Michael Schwabe
Updated over a week ago

Webinars

Asset-Map Platform Presentations

Written by Michael Schwabe
Updated over a week ago

Asset-Map Link Tree

Links for training, referrals, support and more

Written by Bobby Lalvani
Updated over a week ago

Set up your DBA Logo

Learn how to upload your logo to be featured on the cover page of your comprehensive reports.

Written by Michael Schwabe
Updated over a week ago

Household Types (Status)

Select the appropriate household status when manually making an Asset-Map

Written by Michael Schwabe
Updated over a week ago

Pre-meeting Preparations

Be ready for your meeting and mitigate problems that could arise

Written by Michael Schwabe
Updated over a week ago

Household Details

Edit the household name that appears on the cover page, address, phone number and more.

Written by Michael Schwabe
Updated over a week ago

Helpful Questions Inside Select Stencils that Lead to Action

Successful advisors know that asking good questions helps clients commit to action faster than "presenting", "explaining", or "educating".

Written by Michael Schwabe
Updated over a week ago

The Asset-Map Glossary

These are words you will commonly see used in Asset-Map.

Written by Michael Schwabe
Updated over a week ago

Link Legal Entity Assets to an Individual

Show Legal Entity assets as a Member's assets

Written by Michael Schwabe
Updated over a week ago

Member Age Options

Explore the different options for displaying age

Written by Michael Schwabe
Updated over a week ago

Keystone Habit: Track Asset-Map Client & Prospect Reviews

Written by Michael Schwabe
Updated over a week ago

Scripts & Talking Points

Script: Introduction to Prospects

An easy to follow script for talking prospects through the Asset-Map Fact-Finding process.

Written by Michael Schwabe
Updated over a week ago

Asset-Map Report: Ask the Right Questions

Find unknowns, risks, and opportunities on an Asset-Map Report.

Written by Michael Schwabe
Updated over a week ago

Presenting to Clients & Prospects

Help Clients Through Divorce

Asset-Map Provides Tools to help with this Discussion

Written by Michael Schwabe
Updated over a week ago

Interpreting Asset-Map Reports

Three techniques to assess household financial situations

Written by Michael Schwabe
Updated over a week ago

Post-Discovery Activities

My Client has Finished the Online Interview. Now what?

Written by Michael Schwabe
Updated over a week ago

Creating an "Edutaining" Customer Experience (SmartBoards and SmartTech)

Written by Michael Schwabe
Updated over a week ago

Sample Household Reports

Use Samples to Introduce Asset-Map to Prospects and Clients

Written by Michael Schwabe
Updated over a week ago

The 6-Step Asset-Map Field Process

Engage your clients in every step of their life's journey

Written by Michael Schwabe
Updated over a week ago

Calculators

Financial Calculators

Social Security, Long Term Care, College Cost calculators and more.

Written by Michael Schwabe
Updated over a week ago