Asset-Map

Increase your stencil library by requesting pre-made stencils

Request a Stencil™- South Africa

Links for training, referrals, support and more

Asset-Map Link Tree

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

Set up your DBA Logo

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

Household Status Types

Be ready for your meeting and mitigate problems that could arise

Pre-meeting Preparations

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

Helpful Questions Inside Select Stencils that Lead to Action

Commonly used terms and features in Asset-Map Platform

The Asset-Map Glossary

Explore the different options for displaying age on a map

Member Age Options

Keystone Habit: Track Asset-Map Client & Prospect Reviews

Certificate of Completion to show your expertise

Asset-Map University (AMU)

Request a Questionnaire

Resources for Canadian Planners

Show Flow of Assets Upon Death

Roth Conversions

Firms may request various password login requirements

Login Password Options

Michael Schwabe

Bobby Lalvani

Fact Finders, scripts, calculators, and more.

Additional Resources

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

Script: Introduction to Prospects

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

Asset-Map Report Review - Ask the Right Questions

Scripts & Talking Points

Illustrate guaranteed incomes on an Asset-Map and Target-Map™

Annuity Assets and Annuity Income

Asset-Map Provides Tools to help with this Discussion

Help Clients Through Divorce

Using Asset-Map Platform to communicate effectively with your top clients

Ultra-High Net Worth and High Net Worth

Three techniques to assess household financial situations

Interpreting Asset-Map Reports

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

The 6-Step Asset-Map Field Process

A library of suggested text for emails or letters to prompt clients into action.

Client Correspondences

I've got some of my client's information. Now what?

Prepare for a Successful Client Meeting with a New Asset-Map

Presenting to Clients & Prospects

Request a Stencil™

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

Financial Calculators

Tools

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

Submit a Support Question

Find answers and get help from Intercom Support and Community Experts

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