Asset-Map

Learn how to introduce a prospect to your practice

Positioning Asset-Map to Prospects

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

Annuity Assets and Annuity Income

Asset-Map provides tools to help with this important 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

Re-engage Your Client

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

The 6-Step Asset-Map Field Process

Here's how to create your own blank fact-finders

Create a Blank Fact-finder

Six events that disrupt household finances.

Financial Fire Drills

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?

Next Steps: From Asset-Map to Client Meeting

Michael Schwabe

Presenting to Clients & Prospects

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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