Additional Resources

Fact Finders, scripts, calculators, and more.

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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
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Written by Michael Schwabe
Updated over a week ago

Webinars

Asset-Map Platform Presentations
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Written by Michael Schwabe
Updated over a week ago

Asset-Map Link Tree

Links for training, referrals, support and more
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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.
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Written by Michael Schwabe
Updated over a week ago

Household Types (Status)

Select the appropriate household status when manually making an Asset-Map
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Written by Michael Schwabe
Updated over a week ago

Pre-meeting Preparations

Be ready for your meeting and mitigate problems that could arise
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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.
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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".
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Written by Michael Schwabe
Updated over a week ago

The Asset-Map Glossary

These are words you will commonly see used in Asset-Map.
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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
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Written by Michael Schwabe
Updated over a week ago

Member Age Options

Explore the different options for displaying age
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Written by Michael Schwabe
Updated over a week ago

Keystone Habit: Track Asset-Map Client & Prospect Reviews

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Written by Michael Schwabe
Updated over a week ago