Additional Resources

Household 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

Marketing Kit

Your brand and ours: a marriage made in heaven

Written by Michael Schwabe
Updated over a week ago

How to Address Long Term Care

Use Asset-Map to engage clients about this critical issue

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

Contact Asset-Map Support

Phone number, email and support hours.

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

Estimated Age

Member age or date of birth are both acceptable

Written by Michael Schwabe
Updated over a week ago

Fact Finder Summary Report

Combine investment experience with net worth numbers on one document

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

Blank Factfinders

Written by Michael Schwabe
Updated over a week ago

5 Proactive Conversations Clients Appreciate

Do a great job looking after your client's needs

Written by Michael Schwabe
Updated over a week ago

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

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

Client Letters

Sample letter templates to discuss the Asset-Map process with your clients.

Written by Michael Schwabe
Updated over a week ago

Tips & Tools for Digital Presentations

Written by Michael Schwabe
Updated over a week ago

Financial Calculators

Social Security, Long Term Care, College Cost calculators

Written by Michael Schwabe
Updated over a week ago