Community Tips

Techniques your peers have shared with us

13 articles in this collection
Written by Michael Schwabe and Steven Engle

Discovery Inbound Link Tips

How to take full advantage of the Discovery Inbound Link

Written by Steven Engle
Updated over a week ago

Discovery Shortcut on Home Screen

Like having a fact-finder in the palm of your hand

Written by Michael Schwabe
Updated over a week ago

Cross-Service 401(k) Clients using Asset-Map

How do 401(k) advisory firms cross-service 401(k) participants?

Written by Michael Schwabe
Updated over a week ago

Expenses: How to

Add an expense instrument to enhance the client-meeting conversation

Written by Michael Schwabe
Updated over a week ago

High Net Worth Clients

Use Asset-Map to overcome the biggest hurdle - complexity

Written by Michael Schwabe
Updated over a week ago

Group Financial Instruments into Buckets

Categorize your financials to facilitate a conversation

Written by Michael Schwabe
Updated over a week ago

One year of Expenses on a Target-Map

Compare expenses with incomes for one full year

Written by Michael Schwabe
Updated over a week ago

Future Increase Option (FIO)

Written by Michael Schwabe
Updated over a week ago

Show a GMIB / GMWB on an Asset-Map?

Display guaranteed living benefits (annuities) on an Asset-Map

Written by Michael Schwabe
Updated over a week ago

Using Annuities in Asset-Map and Target-Map Reports

Assign an income or asset as a "Deferred Annuity"

Written by Michael Schwabe
Updated over a week ago

Does Asset-Map work on mobile devices?

Asset-Map is optimized to work on smart phones and tablets.

Written by Michael Schwabe
Updated over a week ago

Before/After Asset-Map using Hide & Show

A method to show two versions of an Asset-Map report

Written by Michael Schwabe
Updated over a week ago

How to Show Goals and Important Documents

Show documents that matter on an Asset-Map

Written by Michael Schwabe
Updated over a week ago