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For onboarding or a refresher, click through our path of quick articles and get producing!

17 articles in this collection
Written by Michael Schwabe

SmartStart Program

Make Asset-Maps, Set Meetings, Help Clients

Written by Michael Schwabe
Updated over a week ago

Make an Asset-Map

The first step to improving client engagement

Written by Michael Schwabe
Updated over a week ago

Smart Restart Program

Refresh your knowledge of the Asset-Map® Platform™

Written by Michael Schwabe
Updated over a week ago

How to Introduce Asset-Map in a Meeting

Our CEO, Adam, shares how he introduces it to a client or prospect for the first time.

Written by Michael Schwabe
Updated this week

Customize Your Asset-Map Experience

Customize Your Profile Preferences

User Preferences: adjust your profile defaults and other platform settings

Written by Michael Schwabe
Updated over a week ago

Customize Your Firm's Settings

Logo, team members, and other important options

Written by Michael Schwabe
Updated over a week ago

Target-Map® Preferences

Set defaults assumptions for the six Target-Map templates.

Written by Michael Schwabe
Updated over a week ago

Financials, Members, and Entities

How to add an Asset

A breakdown of the fields on an Add Asset window

Written by Michael Schwabe
Updated over a week ago

How to add a Cash Flow

A breakdown of the fields on an Add Cash Flow window

Written by Michael Schwabe
Updated over a week ago

Social Security

How to add a Social Security Financial to an Asset-Map

Written by Michael Schwabe
Updated over a week ago

How to add a Liability

A breakdown of the fields on an Add Liability window

Written by Michael Schwabe
Updated over a week ago

How to add an Insurance

A breakdown of the fields on an Add Insurance window

Written by Michael Schwabe
Updated over a week ago

How to Add and Delete a Household Member

Add more people to an Asset-Map to help the conversation

Written by Michael Schwabe
Updated over a week ago

How to add a Legal Entity

Add a charity, business, trust, or any type of institution

Written by Michael Schwabe
Updated over a week ago

Asset-Map in the Field

Financial Fire Drills

Six events that disrupt household finances.

Written by Michael Schwabe
Updated over a week ago

Tips to use Asset-Map in a Meeting

What do I say to my Client or Prospect?

Written by Michael Schwabe
Updated over a week ago

The 6-Step Asset-Map Field Process

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

Written by Michael Schwabe
Updated over a week ago