Group 65
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Additional Resources
Additional Resources
Fact Finders, scripts, calculators, and more.
17 articles in this collection
Written by
Michael Schwabe
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
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
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
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
5 Proactive Conversations Clients Appreciate
Do a great job looking after your client's needs
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
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
Tips & Tools for Digital Presentations
Written by
Michael Schwabe
Updated over a week ago
Calculators
Financial Calculators
Social Security, Long Term Care, College Cost calculators
Written by
Michael Schwabe
Updated over a week ago